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 | $173,197 | $95,803+80.8% | $113,168+53.0% | $84,808+104.2% |
| Participation rate | 70.3% | 72.9%-2.6pp | 76.6%-6.3pp | 68.3%+2.0pp |
| Annual return | 14.17% | 25.00%-10.8pp | 24.27%-10.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $641 | $2,360-72.9% | $2,975-78.5% | $2,631-75.7% |
| Participant deferral / active EE | $6,790 | $4,242+60.1% | $5,107+33.0% | $4,212+61.2% |
| Admin fee / account holder | $10,232 | $8,989+13.8% | $12,068-15.2% | $7,344+39.3% |