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 | $166,112 | $76,552+117.0% | $123,892+34.1% | $62,891+164.1% |
| Participation rate | 70.6% | 73.0%-2.4pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 8.65% | 18.68%-10.0pp | 47.52%-38.9pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6 | $2,883-99.8% | $4,617-99.9% | $2,281-99.7% |
| Participant deferral / active EE | $4,768 | $4,840-1.5% | $5,984-20.3% | $3,203+48.9% |
| Admin fee / account holder | $4,801 | $4,826-0.5% | $8,357-42.6% | $4,296+11.8% |