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 | $234,719 | $70,475+233.1% | $100,516+133.5% | $79,858+193.9% |
| Participation rate | 70.0% | 73.7%-3.7pp | 79.4%-9.4pp | 69.6%+0.4pp |
| Annual return | 17.47% | 21.90%-4.4pp | 30.89%-13.4pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,670 | $5,181+48.0% | $6,270+22.3% | $3,740+105.1% |
| Admin fee / account holder | $10,491 | $4,478+134.3% | $8,081+29.8% | $5,306+97.7% |