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 | $152,308 | $58,523+160.3% | $99,443+53.2% | $72,985+108.7% |
| Participation rate | 86.1% | 64.6%+21.5pp | 73.8%+12.3pp | 69.5%+16.6pp |
| Annual return | 20.31% | 28.51%-8.2pp | 30.72%-10.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,851 | $2,606+162.9% | $3,619+89.3% | $3,607+89.9% |
| Admin fee / account holder | $9,658 | $4,102+135.4% | $6,250+54.5% | $5,124+88.5% |