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 | $167,986 | $64,348+161.1% | $90,160+86.3% | $70,131+139.5% |
| Participation rate | 78.7% | 70.4%+8.3pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 17.57% | 28.13%-10.6pp | 34.88%-17.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $15,189 | $4,389+246.1% | $5,288+187.3% | $3,332+355.9% |
| Admin fee / account holder | $15,061 | $3,944+281.9% | $5,943+153.4% | $4,645+224.2% |