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 | $84,232 | $72,277+16.5% | $101,248-16.8% | $79,858+5.5% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.8%+8.1pp | 69.6%+14.2pp |
| Annual return | 12.41% | 22.30%-9.9pp | 46.47%-34.1pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,961 | $3,282-9.8% | $4,370-32.2% | $3,740-20.8% |
| Admin fee / account holder | $1,710 | $4,400-61.1% | $5,945-71.2% | $5,306-67.8% |