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 | $214,788 | $76,552+180.6% | $123,892+73.4% | $62,891+241.5% |
| Participation rate | 82.4% | 73.0%+9.4pp | 81.4%+0.9pp | 69.3%+13.0pp |
| Annual return | 9.22% | 18.68%-9.5pp | 47.52%-38.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $366 | $2,883-87.3% | $4,617-92.1% | $2,281-83.9% |
| Participant deferral / active EE | $8,204 | $4,840+69.5% | $5,984+37.1% | $3,203+156.1% |
| Admin fee / account holder | $1,154 | $4,826-76.1% | $8,357-86.2% | $4,296-73.1% |