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 | $205,184 | $165,984+23.6% | $164,813+24.5% | $145,922+40.6% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 10.46% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.8pp |
| Employer contribution / active EE | $578 | $5,273-89.0% | $4,341-86.7% | $4,660-87.6% |
| Participant deferral / active EE | $5,896 | $6,959-15.3% | $6,031-2.2% | $6,688-11.8% |
| Admin fee / account holder | $37,193 | $16,648+123.4% | $12,690+193.1% | $13,397+177.6% |