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 | $162,331 | $109,359+48.4% | $162,163+0.1% | $72,985+122.4% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 21.73% | 25.46%-3.7pp | 115.59%-93.9pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,856 | $5,481+25.1% | $7,298-6.1% | $3,607+90.1% |
| Admin fee / account holder | $21,598 | $7,972+170.9% | $10,843+99.2% | $5,124+321.5% |