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 | $222,320 | $102,245+117.4% | $89,340+148.8% | $137,256+62.0% |
| Participation rate | 84.2% | 74.9%+9.3pp | 69.6%+14.6pp | 80.0%+4.3pp |
| Annual return | 12.61% | 21.89%-9.3pp | 20.57%-8.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,919 | $4,436+101.0% | $3,823+133.3% | $6,407+39.2% |
| Admin fee / account holder | $7,849 | $8,085-2.9% | $6,704+17.1% | $12,270-36.0% |