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 | $164,017 | $135,952+20.6% | $123,892+32.4% | $273,961-40.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 6.07% | 56.63%-50.6pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $753 | $5,170-85.4% | $4,617-83.7% | $4,869-84.5% |
| Participant deferral / active EE | $2,597 | $6,343-59.1% | $5,984-56.6% | $5,287-50.9% |
| Admin fee / account holder | $3,328 | $9,817-66.1% | $8,357-60.2% | $10,132-67.2% |