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 | $238,319 | $185,822+28.3% | $169,993+40.2% | $139,434+70.9% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 22.00% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,023 | $7,590-86.5% | $6,785-84.9% | $4,751-78.5% |
| Participant deferral / active EE | $3,639 | $11,622-68.7% | $10,408-65.0% | $6,710-45.8% |
| Admin fee / account holder | $2,336 | $15,381-84.8% | $12,815-81.8% | $11,403-79.5% |