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 | $194,587 | $89,355+117.8% | $141,162+37.8% | $72,985+166.6% |
| Participation rate | 79.7% | 75.1%+4.6pp | 82.5%-2.7pp | 69.5%+10.2pp |
| Annual return | 25.30% | 111.85%-86.5pp | 71.39%-46.1pp | 81.00%-55.7pp |
| Employer contribution / active EE | $62 | $3,114-98.0% | $4,735-98.7% | $2,440-97.5% |
| Participant deferral / active EE | $13,179 | $5,418+143.2% | $6,709+96.4% | $3,607+265.3% |
| Admin fee / account holder | $21,689 | $5,958+264.0% | $10,261+111.4% | $5,124+323.2% |