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 | $198,002 | $54,762+261.6% | $90,281+119.3% | $72,985+171.3% |
| Participation rate | 84.8% | 65.1%+19.7pp | 73.3%+11.6pp | 69.5%+15.4pp |
| Annual return | 23.63% | 30.63%-7.0pp | 78.10%-54.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,994 | $2,887+246.2% | $3,885+157.2% | $3,607+177.0% |
| Admin fee / account holder | $16,101 | $3,972+305.4% | $5,351+200.9% | $5,124+214.2% |