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 | $172,339 | $76,552+125.1% | $123,892+39.1% | $62,891+174.0% |
| Participation rate | 90.2% | 73.0%+17.3pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | 8.04% | 18.68%-10.6pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $10,272 | $4,840+112.2% | $5,984+71.7% | $3,203+220.7% |
| Admin fee / account holder | $311 | $4,826-93.5% | $8,357-96.3% | $4,296-92.8% |