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 6-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 | $121,243 | $80,968+49.7% | $96,544+25.6% | $75,163+61.3% |
| Participation rate | 92.6% | 71.8%+20.8pp | 76.0%+16.6pp | 67.2%+25.4pp |
| Annual return | 15.35% | 27.06%-11.7pp | 25.84%-10.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $547 | $2,282-76.0% | $2,965-81.6% | $2,670-79.5% |
| Participant deferral / active EE | $18,873 | $3,928+380.5% | $4,851+289.1% | $4,125+357.5% |
| Admin fee / account holder | $26,158 | $6,724+289.0% | $8,252+217.0% | $5,651+362.9% |