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 | $146,267+10.8% | $197,124-17.8% | $82,448+96.5% |
| Participation rate | 71.8% | 84.0%-12.2pp | 86.7%-14.9pp | 68.1%+3.7pp |
| Annual return | 18.01% | 29.61%-11.6pp | 44.34%-26.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $817 | $4,723-82.7% | $6,227-86.9% | $2,551-68.0% |
| Participant deferral / active EE | $10,299 | $7,035+46.4% | $9,135+12.7% | $4,139+148.8% |
| Admin fee / account holder | $17,218 | $14,422+19.4% | $16,298+5.6% | $7,234+138.0% |