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 | $169,267 | $58,512+189.3% | $84,015+101.5% | $72,985+131.9% |
| Participation rate | 95.7% | 61.2%+34.4pp | 69.0%+26.6pp | 69.5%+26.2pp |
| Annual return | 22.07% | 28.93%-6.9pp | 71.31%-49.2pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,280 | $2,394+120.6% | $3,239+63.0% | $3,607+46.4% |
| Admin fee / account holder | $3,617 | $4,569-20.8% | $6,101-40.7% | $5,124-29.4% |