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 | $228,633 | $91,552+149.7% | $133,956+70.7% | $79,858+186.3% |
| Participation rate | 75.7% | 73.3%+2.3pp | 79.8%-4.2pp | 69.6%+6.0pp |
| Annual return | 13.25% | 61.85%-48.6pp | 45.09%-31.8pp | 31.71%-18.5pp |
| Employer contribution / active EE | $464 | $2,384-80.5% | $3,919-88.2% | $2,471-81.2% |
| Participant deferral / active EE | $4,705 | $3,733+26.0% | $5,048-6.8% | $3,740+25.8% |
| Admin fee / account holder | $5,377 | $6,321-14.9% | $8,927-39.8% | $5,306+1.3% |