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 | $185,188 | $126,519+46.4% | $106,201+74.4% | $145,959+26.9% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 9.02% | 225.10%-216.1pp | 116.26%-107.2pp | 561.95%-552.9pp |
| Employer contribution / active EE | $648 | $3,726-82.6% | $3,170-79.6% | $4,661-86.1% |
| Participant deferral / active EE | $3,902 | $5,716-31.7% | $5,012-22.1% | $6,689-41.7% |
| Admin fee / account holder | $1,025 | $17,312-94.1% | $11,039-90.7% | $13,398-92.3% |