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 | $193,899 | $99,985+93.9% | $146,665+32.2% | $85,850+125.9% |
| Participation rate | 76.6% | 73.1%+3.5pp | 80.1%-3.5pp | 69.3%+7.2pp |
| Annual return | 14.63% | 18.93%-4.3pp | 22.74%-8.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,846 | $4,006+45.9% | $5,506+6.2% | $3,952+47.9% |
| Admin fee / account holder | $5,337 | $7,702-30.7% | $10,280-48.1% | $6,260-14.8% |