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 | $170,552 | $60,349+182.6% | $74,183+129.9% | $62,891+171.2% |
| Participation rate | 88.9% | 72.7%+16.2pp | 76.6%+12.3pp | 69.3%+19.6pp |
| Annual return | 6.47% | 21.37%-14.9pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,382 | $2,856+53.4% | $3,550+23.5% | $3,203+36.8% |
| Admin fee / account holder | $29,173 | $4,261+584.6% | $5,586+422.3% | $4,296+579.2% |