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 | $234,571 | $86,929+169.8% | $102,423+129.0% | $80,856+190.1% |
| Participation rate | 92.7% | 72.4%+20.4pp | 76.5%+16.2pp | 67.6%+25.1pp |
| Annual return | 14.26% | 18.88%-4.6pp | 29.32%-15.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $595 | $2,369-74.9% | $3,023-80.3% | $2,755-78.4% |
| Participant deferral / active EE | $6,515 | $4,118+58.2% | $5,053+28.9% | $4,296+51.7% |
| Admin fee / account holder | $21,297 | $8,049+164.6% | $9,451+125.3% | $6,918+207.8% |