See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,285 | $137,414+48.7% | $189,513+7.8% | $85,850+138.0% |
| Participation rate | 84.4% | 84.6%-0.2pp | 87.8%-3.4pp | 69.3%+15.1pp |
| Annual return | 11.99% | 38.14%-26.1pp | 555.15%-543.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $774 | $4,344-82.2% | $6,162-87.4% | $2,565-69.8% |
| Participant deferral / active EE | $5,163 | $6,260-17.5% | $8,221-37.2% | $3,952+30.6% |
| Admin fee / account holder | $18,932 | $8,630+119.4% | $12,045+57.2% | $6,260+202.4% |