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 | $224,101 | $95,803+133.9% | $113,168+98.0% | $84,808+164.2% |
| Participation rate | 81.1% | 72.9%+8.3pp | 76.6%+4.6pp | 68.3%+12.8pp |
| Annual return | 20.53% | 25.00%-4.5pp | 24.27%-3.7pp | 40.90%-20.4pp |
| Employer contribution / active EE | $402 | $2,360-83.0% | $2,975-86.5% | $2,631-84.7% |
| Participant deferral / active EE | $4,020 | $4,242-5.2% | $5,107-21.3% | $4,212-4.6% |
| Admin fee / account holder | $4,610 | $8,989-48.7% | $12,068-61.8% | $7,344-37.2% |