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 | $221,401 | $72,277+206.3% | $101,248+118.7% | $79,858+177.2% |
| Participation rate | 85.1% | 68.5%+16.6pp | 75.8%+9.3pp | 69.6%+15.4pp |
| Annual return | 23.55% | 22.30%+1.3pp | 46.47%-22.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,685 | $3,282+195.1% | $4,370+121.6% | $3,740+158.9% |
| Admin fee / account holder | $4,679 | $4,400+6.3% | $5,945-21.3% | $5,306-11.8% |