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 | $164,454 | $78,705+109.0% | $117,854+39.5% | $70,131+134.5% |
| Participation rate | 72.0% | 73.2%-1.2pp | 79.7%-7.7pp | 69.5%+2.5pp |
| Annual return | 18.98% | 23.30%-4.3pp | 335.08%-316.1pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,443 | $3,297+34.8% | $4,482-0.9% | $3,332+33.4% |
| Admin fee / account holder | $1,280 | $5,065-74.7% | $8,020-84.0% | $4,645-72.4% |