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 | $173,981 | $138,347+25.8% | $184,203-5.5% | $80,856+115.2% |
| Participation rate | 89.3% | 83.9%+5.4pp | 86.8%+2.5pp | 67.6%+21.6pp |
| Annual return | 16.33% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,131 | $7,071-13.3% | $9,131-32.9% | $4,296+42.7% |
| Admin fee / account holder | $70,026 | $10,483+568.0% | $13,901+403.8% | $6,918+912.2% |