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 | $235,451 | $96,635+143.6% | $86,612+171.8% | $139,434+68.9% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 21.80% | 106.41%-84.6pp | 591.07%-569.3pp | 372.94%-351.1pp |
| Employer contribution / active EE | $135 | $3,263-95.9% | $3,022-95.5% | $4,751-97.2% |
| Participant deferral / active EE | $2,120 | $4,836-56.2% | $4,438-52.2% | $6,710-68.4% |
| Admin fee / account holder | $6,277 | $6,408-2.0% | $5,614+11.8% | $11,403-45.0% |