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 | $184,210 | $82,882+122.3% | $127,761+44.2% | $72,985+152.4% |
| Participation rate | 80.0% | 71.5%+8.5pp | 79.0%+1.0pp | 69.5%+10.5pp |
| Annual return | 22.50% | 32.20%-9.7pp | 26.14%-3.6pp | 81.00%-58.5pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,190 | $4,791+70.9% | $6,021+36.0% | $3,607+127.0% |
| Admin fee / account holder | $6,483 | $6,487-0.1% | $9,395-31.0% | $5,124+26.5% |