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 | $152,181 | $109,881+38.5% | $150,045+1.4% | $84,808+79.4% |
| Participation rate | 70.5% | 76.1%-5.6pp | 82.3%-11.9pp | 68.3%+2.1pp |
| Annual return | 17.45% | 28.25%-10.8pp | 62.55%-45.1pp | 40.90%-23.4pp |
| Employer contribution / active EE | $589 | $3,561-83.5% | $4,693-87.4% | $2,631-77.6% |
| Participant deferral / active EE | $6,741 | $6,636+1.6% | $7,997-15.7% | $4,212+60.1% |
| Admin fee / account holder | $3,100 | $8,568-63.8% | $13,435-76.9% | $7,344-57.8% |