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 | $124,558 | $77,314+61.1% | $177,989-30.0% | $80,856+54.0% |
| Participation rate | 90.3% | 65.7%+24.6pp | 77.1%+13.2pp | 67.6%+22.7pp |
| Annual return | 16.93% | 18.09%-1.2pp | 294.48%-277.6pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,684 | $4,411+164.9% | $6,276+86.2% | $4,296+172.0% |
| Admin fee / account holder | $1,389 | $7,191-80.7% | $10,363-86.6% | $6,918-79.9% |