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 | $184,007 | $95,803+92.1% | $113,168+62.6% | $84,808+117.0% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 15.27% | 25.00%-9.7pp | 24.27%-9.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $558 | $2,360-76.3% | $2,975-81.2% | $2,631-78.8% |
| Participant deferral / active EE | $7,571 | $4,242+78.5% | $5,107+48.3% | $4,212+79.8% |
| Admin fee / account holder | $23,442 | $8,989+160.8% | $12,068+94.3% | $7,344+219.2% |