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 | $203,133 | $87,013+133.5% | $106,213+91.3% | $80,856+151.2% |
| Participation rate | 74.1% | 70.4%+3.6pp | 75.3%-1.2pp | 67.6%+6.4pp |
| Annual return | 15.57% | 17.05%-1.5pp | 116.14%-100.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $337 | $2,395-85.9% | $3,171-89.4% | $2,755-87.8% |
| Participant deferral / active EE | $5,114 | $3,986+28.3% | $5,016+2.0% | $4,296+19.0% |
| Admin fee / account holder | $6,116 | $8,431-27.5% | $11,033-44.6% | $6,918-11.6% |