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 | $68,912 | $137,414-49.9% | $189,513-63.6% | $85,850-19.7% |
| Participation rate | 94.2% | 84.6%+9.6pp | 87.8%+6.4pp | 69.3%+24.9pp |
| Annual return | 11.69% | 38.14%-26.5pp | 555.15%-543.5pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,131 | $4,344-74.0% | $6,162-81.6% | $2,565-55.9% |
| Participant deferral / active EE | $12,057 | $6,260+92.6% | $8,221+46.7% | $3,952+205.1% |
| Admin fee / account holder | $4,954 | $8,630-42.6% | $12,045-58.9% | $6,260-20.9% |