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 | $201,140 | $123,793+62.5% | $177,821+13.1% | $79,858+151.9% |
| Participation rate | 93.9% | 84.7%+9.2pp | 87.7%+6.2pp | 69.6%+24.3pp |
| Annual return | 11.79% | 22.82%-11.0pp | 48.32%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $16,881 | $5,956+183.4% | $7,714+118.8% | $3,740+351.4% |
| Admin fee / account holder | $16,690 | $7,243+130.4% | $12,427+34.3% | $5,306+214.5% |