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 | $89,667 | $76,367+17.4% | $93,606-4.2% | $72,985+22.9% |
| Participation rate | 83.6% | 71.7%+11.9pp | 75.8%+7.8pp | 69.5%+14.2pp |
| Annual return | 18.66% | 25.82%-7.2pp | 32.76%-14.1pp | 81.00%-62.3pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,446 | $3,538+25.7% | $4,069+9.3% | $3,607+23.3% |
| Admin fee / account holder | $14,071 | $6,838+105.8% | $7,888+78.4% | $5,124+174.6% |