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 | $151,612 | $176,056-13.9% | $159,436-4.9% | $167,490-9.5% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 13.82% | 331.75%-317.9pp | 263.57%-249.8pp | 478.56%-464.7pp |
| Employer contribution / active EE | $538 | $5,297-89.8% | $4,829-88.9% | $4,837-88.9% |
| Participant deferral / active EE | $8,883 | $7,750+14.6% | $7,352+20.8% | $6,341+40.1% |
| Admin fee / account holder | $18,875 | $12,554+50.4% | $10,799+74.8% | $12,309+53.3% |