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 | $244,555 | $176,056+38.9% | $159,436+53.4% | $167,490+46.0% |
| Participation rate | 93.3% | 84.9%+8.4pp | 82.8%+10.5pp | 82.1%+11.2pp |
| Annual return | 11.54% | 331.75%-320.2pp | 263.57%-252.0pp | 478.56%-467.0pp |
| Employer contribution / active EE | $800 | $5,297-84.9% | $4,829-83.4% | $4,837-83.5% |
| Participant deferral / active EE | $10,868 | $7,750+40.2% | $7,352+47.8% | $6,341+71.4% |
| Admin fee / account holder | $25,997 | $12,554+107.1% | $10,799+140.7% | $12,309+111.2% |