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 | $161,013 | $95,453+68.7% | $112,040+43.7% | $82,448+95.3% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.5%-6.2pp | 68.1%+2.2pp |
| Annual return | 17.05% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $458 | $2,318-80.2% | $2,954-84.5% | $2,551-82.1% |
| Participant deferral / active EE | $4,791 | $4,224+13.4% | $5,098-6.0% | $4,139+15.8% |
| Admin fee / account holder | $11,710 | $9,013+29.9% | $12,098-3.2% | $7,234+61.9% |