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 | $186,092 | $101,724+82.9% | $164,813+12.9% | $80,856+130.2% |
| Participation rate | 75.4% | 71.8%+3.6pp | 78.6%-3.2pp | 67.6%+7.8pp |
| Annual return | 17.80% | 16.72%+1.1pp | 69.93%-52.1pp | 35.59%-17.8pp |
| Employer contribution / active EE | $657 | $2,953-77.8% | $4,341-84.9% | $2,755-76.2% |
| Participant deferral / active EE | $6,570 | $4,477+46.7% | $6,031+8.9% | $4,296+52.9% |
| Admin fee / account holder | $28,971 | $8,227+252.1% | $12,690+128.3% | $6,918+318.8% |