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 | $211,202 | $109,881+92.2% | $150,045+40.8% | $84,808+149.0% |
| Participation rate | 96.3% | 76.1%+20.2pp | 82.3%+13.9pp | 68.3%+27.9pp |
| Annual return | 17.28% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $131 | $3,561-96.3% | $4,693-97.2% | $2,631-95.0% |
| Participant deferral / active EE | $8,624 | $6,636+30.0% | $7,997+7.8% | $4,212+104.8% |
| Admin fee / account holder | $7,879 | $8,568-8.0% | $13,435-41.4% | $7,344+7.3% |