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 | $152,527 | $86,929+75.5% | $102,423+48.9% | $80,856+88.6% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.6%+18.5pp |
| Annual return | 16.88% | 18.88%-2.0pp | 29.32%-12.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $545 | $2,369-77.0% | $3,023-82.0% | $2,755-80.2% |
| Participant deferral / active EE | $6,537 | $4,118+58.7% | $5,053+29.4% | $4,296+52.2% |
| Admin fee / account holder | $36,595 | $8,049+354.7% | $9,451+287.2% | $6,918+429.0% |