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 | $135,501 | $89,355+51.6% | $141,162-4.0% | $72,985+85.7% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | 21.25% | 111.85%-90.6pp | 71.39%-50.1pp | 81.00%-59.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,156 | $5,418+69.0% | $6,709+36.5% | $3,607+153.8% |
| Admin fee / account holder | $1,595 | $5,958-73.2% | $10,261-84.5% | $5,124-68.9% |