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 | $222,803 | $117,841+89.1% | $102,423+117.5% | $145,922+52.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 11.10% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $682 | $3,615-81.1% | $3,023-77.4% | $4,660-85.4% |
| Participant deferral / active EE | $4,577 | $5,731-20.1% | $5,053-9.4% | $6,688-31.6% |
| Admin fee / account holder | $78,122 | $13,326+486.2% | $9,451+726.6% | $13,397+483.1% |