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 | $84,204 | $55,706+51.2% | $75,886+11.0% | $72,985+15.4% |
| Participation rate | 82.9% | 61.1%+21.7pp | 69.3%+13.6pp | 69.5%+13.4pp |
| Annual return | 18.37% | 27.59%-9.2pp | 30.76%-12.4pp | 81.00%-62.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,619 | $2,634-0.6% | $3,603-27.3% | $3,607-27.4% |
| Admin fee / account holder | $6,239 | $3,978+56.8% | $5,418+15.1% | $5,124+21.7% |