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 | $76,119 | $93,571-18.7% | $135,903-44.0% | $75,163+1.3% |
| Participation rate | 87.1% | 75.2%+11.9pp | 81.9%+5.2pp | 67.2%+19.9pp |
| Annual return | 23.42% | 30.90%-7.5pp | 68.23%-44.8pp | 160.62%-137.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $11,978 | $6,404+87.0% | $7,758+54.4% | $4,125+190.4% |
| Admin fee / account holder | $8,880 | $6,975+27.3% | $10,762-17.5% | $5,651+57.1% |