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 | $170,064 | $65,365+160.2% | $92,893+83.1% | $72,985+133.0% |
| Participation rate | 80.9% | 68.3%+12.6pp | 76.0%+4.9pp | 69.5%+11.4pp |
| Annual return | 23.83% | 42.10%-18.3pp | 109.41%-85.6pp | 81.00%-57.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,832 | $3,128+182.3% | $4,236+108.5% | $3,607+144.8% |
| Admin fee / account holder | $6,457 | $4,251+51.9% | $5,794+11.4% | $5,124+26.0% |