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 | $116,629 | $95,453+22.2% | $112,040+4.1% | $82,448+41.5% |
| Participation rate | 85.7% | 72.8%+13.0pp | 76.5%+9.2pp | 68.1%+17.6pp |
| Annual return | 16.22% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,873 | $4,224+62.7% | $5,098+34.8% | $4,139+66.1% |
| Admin fee / account holder | $3,569 | $9,013-60.4% | $12,098-70.5% | $7,234-50.7% |