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 | $149,730 | $57,065+162.4% | $75,670+97.9% | $70,131+113.5% |
| Participation rate | 96.6% | 68.1%+28.5pp | 72.3%+24.2pp | 69.5%+27.0pp |
| Annual return | 17.04% | 23.57%-6.5pp | 27.34%-10.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,560 | $2,580+38.0% | $3,142+13.3% | $3,332+6.9% |
| Admin fee / account holder | $10,475 | $3,825+173.9% | $5,800+80.6% | $4,645+125.5% |