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 | $119,926 | $72,492+65.4% | $87,100+37.7% | $72,985+64.3% |
| Participation rate | 82.5% | 72.8%+9.6pp | 76.9%+5.6pp | 69.5%+13.0pp |
| Annual return | 21.22% | 24.46%-3.2pp | 28.19%-7.0pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,800 | $3,270-14.4% | $4,049-30.8% | $3,607-22.4% |
| Admin fee / account holder | $29,433 | $5,055+482.3% | $7,497+292.6% | $5,124+474.4% |