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 5-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 | $164,037 | $95,416+71.9% | $185,823-11.7% | $85,850+91.1% |
| Participation rate | 75.5% | 68.8%+6.7pp | 81.7%-6.2pp | 69.3%+6.2pp |
| Annual return | 18.89% | 23.59%-4.7pp | 122.05%-103.2pp | 318.53%-299.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,194 | $3,423-6.7% | $5,568-42.6% | $3,952-19.2% |
| Admin fee / account holder | $781 | $7,213-89.2% | $16,237-95.2% | $6,260-87.5% |