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 | $196,886 | $159,901+23.1% | $146,958+34.0% | $145,922+34.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 16.60% | 98.13%-81.5pp | 418.34%-401.7pp | 561.29%-544.7pp |
| Employer contribution / active EE | $29 | $5,286-99.4% | $4,933-99.4% | $4,660-99.4% |
| Participant deferral / active EE | $12,486 | $8,428+48.1% | $8,070+54.7% | $6,688+86.7% |
| Admin fee / account holder | $2,177 | $15,044-85.5% | $12,998-83.3% | $13,397-83.8% |