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 | $122,482 | $105,860+15.7% | $90,749+35.0% | $134,475-8.9% |
| Participation rate | 94.1% | 78.2%+15.9pp | 75.7%+18.4pp | 81.2%+12.9pp |
| Annual return | 5.96% | -11.01%+17.0pp | -12.16%+18.1pp | 417.96%-412.0pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,170 | $5,216+37.5% | $4,564+57.1% | $6,400+12.0% |
| Admin fee / account holder | $13,052 | $13,938-6.4% | $8,445+54.6% | $11,426+14.2% |