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 | $221,953 | $148,534+49.4% | $135,903+63.3% | $139,434+59.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 42.98% | 79.19%-36.2pp | 68.23%-25.2pp | 372.94%-330.0pp |
| Employer contribution / active EE | $981 | $5,243-81.3% | $4,856-79.8% | $4,751-79.4% |
| Participant deferral / active EE | $16,787 | $8,100+107.2% | $7,758+116.4% | $6,710+150.2% |
| Admin fee / account holder | $40,230 | $12,400+224.4% | $10,762+273.8% | $11,403+252.8% |