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 | $132,603 | $76,367+73.6% | $93,606+41.7% | $72,985+81.7% |
| Participation rate | 97.8% | 71.7%+26.0pp | 75.8%+21.9pp | 69.5%+28.3pp |
| Annual return | 21.34% | 25.82%-4.5pp | 32.76%-11.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,286 | $3,538+77.7% | $4,069+54.5% | $3,607+74.2% |
| Admin fee / account holder | $1,037 | $6,838-84.8% | $7,888-86.8% | $5,124-79.8% |