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 | $162,547 | $86,922+87.0% | $102,438+58.7% | $80,874+101.0% |
| Participation rate | 77.4% | 72.4%+5.0pp | 76.5%+0.9pp | 67.6%+9.7pp |
| Annual return | 12.98% | 18.90%-5.9pp | 29.37%-16.4pp | 35.62%-22.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,752 | $4,119-33.2% | $5,054-45.5% | $4,297-35.9% |
| Admin fee / account holder | $21,532 | $8,050+167.5% | $9,448+127.9% | $6,935+210.5% |