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 | $117,197 | $101,724+15.2% | $164,813-28.9% | $80,856+44.9% |
| Participation rate | 92.5% | 71.8%+20.6pp | 78.6%+13.8pp | 67.6%+24.8pp |
| Annual return | 12.06% | 16.72%-4.7pp | 69.93%-57.9pp | 35.59%-23.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,844 | $4,477+52.9% | $6,031+13.5% | $4,296+59.3% |
| Admin fee / account holder | $1,677 | $8,227-79.6% | $12,690-86.8% | $6,918-75.8% |