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 | $162,017 | $148,978+8.8% | $200,582-19.2% | $84,808+91.0% |
| Participation rate | 71.8% | 84.2%-12.4pp | 86.9%-15.1pp | 68.3%+3.5pp |
| Annual return | 18.01% | 28.16%-10.2pp | 42.33%-24.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $817 | $4,815-83.0% | $6,419-87.3% | $2,631-69.0% |
| Participant deferral / active EE | $10,299 | $7,142+44.2% | $9,331+10.4% | $4,212+144.5% |
| Admin fee / account holder | $17,218 | $13,977+23.2% | $16,305+5.6% | $7,344+134.5% |