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 | $140,503 | $100,041+40.4% | $149,718-6.2% | $70,131+100.3% |
| Participation rate | 89.7% | 83.6%+6.1pp | 87.1%+2.6pp | 69.5%+20.1pp |
| Annual return | 16.56% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $982 | $3,662-73.2% | $5,445-82.0% | $2,342-58.1% |
| Participant deferral / active EE | $7,534 | $4,983+51.2% | $6,569+14.7% | $3,332+126.1% |
| Admin fee / account holder | $8,824 | $8,286+6.5% | $11,283-21.8% | $4,645+89.9% |