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 | $118,016 | $64,348+83.4% | $90,160+30.9% | $70,131+68.3% |
| Participation rate | 85.2% | 70.4%+14.7pp | 76.9%+8.3pp | 69.5%+15.6pp |
| Annual return | 14.47% | 28.13%-13.7pp | 34.88%-20.4pp | 73.14%-58.7pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,264 | $4,389-2.8% | $5,288-19.4% | $3,332+28.0% |
| Admin fee / account holder | $13,614 | $3,944+245.2% | $5,943+129.1% | $4,645+193.1% |