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 4-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 | $40,365 | $189,613-78.7% | $167,512-75.9% | $142,382-71.7% |
| Participation rate | 91.3% | 80.1%+11.2pp | 77.1%+14.2pp | 80.1%+11.2pp |
| Annual return | 20.88% | 2024.68%-2003.8pp | 1615.79%-1594.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $74 | $4,349-98.3% | $3,882-98.1% | $4,299-98.3% |
| Participant deferral / active EE | $9,159 | $6,981+31.2% | $6,405+43.0% | $6,507+40.7% |
| Admin fee / account holder | $3,323 | $10,528-68.4% | $9,769-66.0% | $12,624-73.7% |