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 | $151,080 | $87,841+72.0% | $133,980+12.8% | $62,891+140.2% |
| Participation rate | 84.6% | 83.4%+1.2pp | 87.1%-2.4pp | 69.3%+15.3pp |
| Annual return | 11.21% | 12.05%-0.8pp | 29.30%-18.1pp | 20.14%-8.9pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,872 | $4,812+22.0% | $6,282-6.5% | $3,203+83.3% |
| Admin fee / account holder | $4,749 | $5,371-11.6% | $9,324-49.1% | $4,296+10.6% |