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 | $101,332 | $65,041+55.8% | $90,951+11.4% | $79,858+26.9% |
| Participation rate | 84.5% | 61.6%+22.9pp | 69.0%+15.5pp | 69.6%+14.9pp |
| Annual return | 20.41% | 30.45%-10.0pp | 134.60%-114.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $223 | $1,247-82.1% | $2,122-89.5% | $2,471-91.0% |
| Participant deferral / active EE | $2,265 | $2,512-9.8% | $3,373-32.8% | $3,740-39.4% |
| Admin fee / account holder | $5,108 | $4,536+12.6% | $5,959-14.3% | $5,306-3.7% |