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 | $154,823 | $86,922+78.1% | $102,438+51.1% | $80,874+91.4% |
| Participation rate | 89.1% | 72.4%+16.7pp | 76.5%+12.6pp | 67.6%+21.4pp |
| Annual return | 18.35% | 18.90%-0.5pp | 29.37%-11.0pp | 35.62%-17.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,451 | $4,119+8.1% | $5,054-11.9% | $4,297+3.6% |
| Admin fee / account holder | $570 | $8,050-92.9% | $9,448-94.0% | $6,935-91.8% |