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 | $150,017 | $94,529+58.7% | $140,016+7.1% | $64,186+133.7% |
| Participation rate | 84.6% | 84.1%+0.5pp | 87.5%-2.9pp | 69.6%+15.0pp |
| Annual return | 13.00% | 7.77%+5.2pp | 651.12%-638.1pp | 7.63%+5.4pp |
| Employer contribution / active EE | $650 | $3,812-83.0% | $5,606-88.4% | $2,381-72.7% |
| Participant deferral / active EE | $12,535 | $5,250+138.8% | $6,927+81.0% | $3,470+261.3% |
| Admin fee / account holder | $5,626 | $6,741-16.5% | $10,705-47.4% | $4,888+15.1% |