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 7-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 | $181,920 | $90,745+100.5% | $130,231+39.7% | $75,163+142.0% |
| Participation rate | 95.2% | 71.1%+24.2pp | 76.3%+19.0pp | 67.2%+28.0pp |
| Annual return | 20.28% | 34.45%-14.2pp | 38.77%-18.5pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,743 | $5,362+7.1% | $6,799-15.5% | $4,125+39.2% |
| Admin fee / account holder | $3,432 | $6,331-45.8% | $6,020-43.0% | $5,651-39.3% |