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 | $147,681 | $171,865-14.1% | $149,718-1.4% | $147,584+0.1% |
| Participation rate | 78.6% | 88.2%-9.6pp | 87.1%-8.5pp | 82.8%-4.3pp |
| Annual return | 10.90% | 2113.22%-2102.3pp | 1501.63%-1490.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $620 | $6,275-90.1% | $5,445-88.6% | $4,876-87.3% |
| Participant deferral / active EE | $4,249 | $7,271-41.6% | $6,569-35.3% | $5,439-21.9% |
| Admin fee / account holder | $5,453 | $13,799-60.5% | $11,283-51.7% | $10,885-49.9% |