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 | $169,015 | $87,013+94.2% | $106,213+59.1% | $80,856+109.0% |
| Participation rate | 80.6% | 70.4%+10.2pp | 75.3%+5.3pp | 67.6%+13.0pp |
| Annual return | 17.94% | 17.05%+0.9pp | 116.14%-98.2pp | 35.59%-17.7pp |
| Employer contribution / active EE | $386 | $2,395-83.9% | $3,171-87.8% | $2,755-86.0% |
| Participant deferral / active EE | $2,574 | $3,986-35.4% | $5,016-48.7% | $4,296-40.1% |
| Admin fee / account holder | $16,653 | $8,431+97.5% | $11,033+50.9% | $6,918+140.7% |