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 9-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 | $189,592 | $95,453+98.6% | $112,040+69.2% | $82,448+130.0% |
| Participation rate | 94.4% | 72.8%+21.7pp | 76.5%+18.0pp | 68.1%+26.4pp |
| Annual return | 13.22% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $14,017 | $4,224+231.9% | $5,098+175.0% | $4,139+238.6% |
| Admin fee / account holder | $35,007 | $9,013+288.4% | $12,098+189.4% | $7,234+383.9% |