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 | $95,803+97.9% | $113,168+67.5% | $84,808+123.6% |
| Participation rate | 94.4% | 72.9%+21.6pp | 76.6%+17.9pp | 68.3%+26.1pp |
| Annual return | 13.22% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $14,017 | $4,242+230.4% | $5,107+174.5% | $4,212+232.8% |
| Admin fee / account holder | $35,007 | $8,989+289.5% | $12,068+190.1% | $7,344+376.7% |