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 | $120,319 | $109,817+9.6% | $98,442+22.2% | $167,490-28.2% |
| Participation rate | 95.2% | 75.8%+19.4pp | 73.3%+21.9pp | 82.1%+13.1pp |
| Annual return | 13.76% | 1956.69%-1942.9pp | 1492.73%-1479.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $184 | $3,224-94.3% | $2,960-93.8% | $4,837-96.2% |
| Participant deferral / active EE | $8,225 | $4,673+76.0% | $4,276+92.3% | $6,341+29.7% |
| Admin fee / account holder | $4,047 | $6,753-40.1% | $5,949-32.0% | $12,309-67.1% |