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 | $30,050 | $165,912-81.9% | $122,332-75.4% | $147,584-79.6% |
| Participation rate | 82.4% | 79.6%+2.8pp | 71.6%+10.7pp | 82.8%-0.5pp |
| Annual return | 11.98% | 34.55%-22.6pp | 30.27%-18.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,744 | $4,005+68.4% | $3,287+105.2% | $5,439+24.0% |
| Admin fee / account holder | $3,972 | $7,424-46.5% | $5,478-27.5% | $10,885-63.5% |