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 | $149,538 | $78,705+90.0% | $117,854+26.9% | $70,131+113.2% |
| Participation rate | 89.9% | 73.2%+16.7pp | 79.7%+10.2pp | 69.5%+20.3pp |
| Annual return | 14.14% | 23.30%-9.2pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,710 | $3,297+103.5% | $4,482+49.7% | $3,332+101.4% |
| Admin fee / account holder | $3,108 | $5,065-38.6% | $8,020-61.2% | $4,645-33.1% |