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 | $179,003 | $80,968+121.1% | $96,544+85.4% | $75,163+138.2% |
| Participation rate | 95.5% | 71.8%+23.7pp | 76.0%+19.5pp | 67.2%+28.3pp |
| Annual return | 13.00% | 27.06%-14.1pp | 25.84%-12.8pp | 160.62%-147.6pp |
| Employer contribution / active EE | $244 | $2,282-89.3% | $2,965-91.8% | $2,670-90.8% |
| Participant deferral / active EE | $7,368 | $3,928+87.6% | $4,851+51.9% | $4,125+78.6% |
| Admin fee / account holder | $4,274 | $6,724-36.4% | $8,252-48.2% | $5,651-24.4% |