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 | $182,616 | $133,922+36.4% | $116,228+57.1% | $142,382+28.3% |
| Participation rate | 85.7% | 77.9%+7.9pp | 74.6%+11.2pp | 80.1%+5.6pp |
| Annual return | 12.39% | 147.76%-135.4pp | 90.06%-77.7pp | 217.08%-204.7pp |
| Employer contribution / active EE | $605 | $3,446-82.4% | $2,994-79.8% | $4,299-85.9% |
| Participant deferral / active EE | $3,611 | $5,672-36.3% | $4,953-27.1% | $6,507-44.5% |
| Admin fee / account holder | $1,026 | $14,945-93.1% | $11,989-91.4% | $12,624-91.9% |