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 | $100,475 | $87,135+15.3% | $206,214-51.3% | $116,875-14.0% |
| Participation rate | 90.9% | 76.8%+14.1pp | 82.4%+8.5pp | 74.5%+16.4pp |
| Annual return | 17.35% | 22.51%-5.2pp | -1.60%+19.0pp | 16.29%+1.1pp |
| Employer contribution / active EE | $0 | $3,046-100.0% | $5,967-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $5,019 | $3,898+28.8% | $4,649+8.0% | $3,885+29.2% |
| Admin fee / account holder | $3,386 | $8,630-60.8% | $13,671-75.2% | $12,263-72.4% |