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 | $167,068 | $95,803+74.4% | $113,168+47.6% | $84,808+97.0% |
| Participation rate | 80.9% | 72.9%+8.0pp | 76.6%+4.3pp | 68.3%+12.6pp |
| Annual return | 17.41% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $328 | $2,360-86.1% | $2,975-89.0% | $2,631-87.5% |
| Participant deferral / active EE | $4,258 | $4,242+0.4% | $5,107-16.6% | $4,212+1.1% |
| Admin fee / account holder | $763 | $8,989-91.5% | $12,068-93.7% | $7,344-89.6% |