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 | $90,803 | $51,620+75.9% | $90,281+0.6% | $65,185+39.3% |
| Participation rate | 88.1% | 68.6%+19.4pp | 73.3%+14.8pp | 70.2%+17.9pp |
| Annual return | 24.08% | 24.94%-0.9pp | 78.10%-54.0pp | 29.38%-5.3pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,171 | $2,871+149.8% | $3,885+84.6% | $3,514+104.1% |
| Admin fee / account holder | $1,205 | $384+213.7% | $5,351-77.5% | $847+42.3% |