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 | $99,862 | $87,013+14.8% | $106,213-6.0% | $80,856+23.5% |
| Participation rate | 81.3% | 70.4%+10.8pp | 75.3%+6.0pp | 67.6%+13.6pp |
| Annual return | 14.05% | 17.05%-3.0pp | 116.14%-102.1pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,228 | $3,986-19.0% | $5,016-35.6% | $4,296-24.9% |
| Admin fee / account holder | $28,353 | $8,431+236.3% | $11,033+157.0% | $6,918+309.8% |