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 | $178,655 | $101,724+75.6% | $164,813+8.4% | $80,856+121.0% |
| Participation rate | 80.7% | 71.8%+8.9pp | 78.6%+2.1pp | 67.6%+13.1pp |
| Annual return | 13.94% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,771 | $4,477+140.6% | $6,031+78.6% | $4,296+150.7% |
| Admin fee / account holder | $24,900 | $8,227+202.6% | $12,690+96.2% | $6,918+259.9% |