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 | $96,528 | $52,279+84.6% | $89,391+8.0% | $79,858+20.9% |
| Participation rate | 95.2% | 57.5%+37.7pp | 68.0%+27.3pp | 69.6%+25.6pp |
| Annual return | 19.60% | 22.16%-2.6pp | 245.62%-226.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,778 | $2,740+110.8% | $3,890+48.5% | $3,740+54.5% |
| Admin fee / account holder | $5,974 | $3,356+78.0% | $4,881+22.4% | $5,306+12.6% |