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 | $171,165 | $109,359+56.5% | $162,163+5.6% | $72,985+134.5% |
| Participation rate | 91.1% | 84.3%+6.9pp | 87.6%+3.6pp | 69.5%+21.6pp |
| Annual return | 21.03% | 25.46%-4.4pp | 115.59%-94.6pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,130 | $3,907-71.1% | $5,614-79.9% | $2,440-53.7% |
| Participant deferral / active EE | $5,208 | $5,481-5.0% | $7,298-28.6% | $3,607+44.4% |
| Admin fee / account holder | $13,886 | $7,972+74.2% | $10,843+28.1% | $5,124+171.0% |