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 | $249,291 | $133,922+86.1% | $116,228+114.5% | $142,382+75.1% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.6%+15.4pp | 80.1%+9.9pp |
| Annual return | 15.17% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $523 | $3,446-84.8% | $2,994-82.5% | $4,299-87.8% |
| Participant deferral / active EE | $7,140 | $5,672+25.9% | $4,953+44.2% | $6,507+9.7% |
| Admin fee / account holder | $12,589 | $14,945-15.8% | $11,989+5.0% | $12,624-0.3% |