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 6-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 | $205,987 | $95,803+115.0% | $113,168+82.0% | $84,808+142.9% |
| Participation rate | 97.1% | 72.9%+24.3pp | 76.6%+20.6pp | 68.3%+28.8pp |
| Annual return | 22.50% | 25.00%-2.5pp | 24.27%-1.8pp | 40.90%-18.4pp |
| Employer contribution / active EE | $483 | $2,360-79.5% | $2,975-83.8% | $2,631-81.7% |
| Participant deferral / active EE | $6,033 | $4,242+42.2% | $5,107+18.1% | $4,212+43.2% |
| Admin fee / account holder | $15,833 | $8,989+76.1% | $12,068+31.2% | $7,344+115.6% |