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 | $123,464 | $100,326+23.1% | $180,183-31.5% | $84,808+45.6% |
| Participation rate | 96.7% | 71.0%+25.7pp | 77.4%+19.3pp | 68.3%+28.4pp |
| Annual return | 21.62% | 17.86%+3.8pp | 27.86%-6.2pp | 40.90%-19.3pp |
| Employer contribution / active EE | -$247 | $3,269-107.5% | $5,039-104.9% | $2,631-109.4% |
| Participant deferral / active EE | $6,122 | $5,066+20.8% | $6,822-10.3% | $4,212+45.4% |
| Admin fee / account holder | $5,449 | $9,674-43.7% | $19,975-72.7% | $7,344-25.8% |