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 | $124,231 | $201,272-38.3% | $184,203-32.6% | $145,922-14.9% |
| Participation rate | 70.8% | 87.5%-16.7pp | 86.8%-16.0pp | 80.3%-9.4pp |
| Annual return | 11.87% | 29.00%-17.1pp | 28.81%-16.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $527 | $7,022-92.5% | $6,427-91.8% | $4,660-88.7% |
| Participant deferral / active EE | $3,199 | $9,806-67.4% | $9,131-65.0% | $6,688-52.2% |
| Admin fee / account holder | $27,759 | $16,364+69.6% | $13,901+99.7% | $13,397+107.2% |