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 | $181,088 | $73,787+145.4% | $98,716+83.4% | $82,448+119.6% |
| Participation rate | 72.7% | 61.4%+11.3pp | 69.3%+3.4pp | 68.1%+4.7pp |
| Annual return | 17.19% | 18.57%-1.4pp | 31.81%-14.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,505 | $3,081+46.2% | $4,048+11.3% | $4,139+8.8% |
| Admin fee / account holder | $4,438 | $6,500-31.7% | $8,703-49.0% | $7,234-38.7% |