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 | $178,229 | $83,477+113.5% | $125,175+42.4% | $72,985+144.2% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.5%+22.8pp |
| Annual return | 20.03% | 25.78%-5.7pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,034 | $3,585+152.0% | $4,937+83.0% | $3,607+150.4% |
| Admin fee / account holder | $684 | $5,517-87.6% | $9,702-93.0% | $5,124-86.7% |