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 | $110,019 | $106,749+3.1% | $145,433-24.4% | $82,448+33.4% |
| Participation rate | 89.6% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.5pp |
| Annual return | 19.83% | 27.59%-7.8pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,869 | $6,519+36.1% | $7,897+12.3% | $4,139+114.3% |
| Admin fee / account holder | $2,660 | $8,390-68.3% | $13,129-79.7% | $7,234-63.2% |