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 | $159,911 | $123,793+29.2% | $177,821-10.1% | $79,858+100.2% |
| Participation rate | 75.6% | 84.7%-9.1pp | 87.7%-12.1pp | 69.6%+5.9pp |
| Annual return | 36.21% | 22.82%+13.4pp | 48.32%-12.1pp | 31.71%+4.5pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $14,897 | $5,956+150.1% | $7,714+93.1% | $3,740+298.3% |
| Admin fee / account holder | $2,188 | $7,243-69.8% | $12,427-82.4% | $5,306-58.8% |