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 | $175,529 | $60,349+190.9% | $74,183+136.6% | $62,891+179.1% |
| Participation rate | 91.0% | 72.7%+18.3pp | 76.6%+14.4pp | 69.3%+21.7pp |
| Annual return | 5.45% | 21.37%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,953 | $2,856+3.4% | $3,550-16.8% | $3,203-7.8% |
| Admin fee / account holder | $348 | $4,261-91.8% | $5,586-93.8% | $4,296-91.9% |