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 | $83,294 | $72,277+15.2% | $101,248-17.7% | $79,858+4.3% |
| Participation rate | 76.6% | 68.5%+8.1pp | 75.8%+0.8pp | 69.6%+7.0pp |
| Annual return | 15.09% | 22.30%-7.2pp | 46.47%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,564 | $3,282+8.6% | $4,370-18.5% | $3,740-4.7% |
| Admin fee / account holder | $14,646 | $4,400+232.8% | $5,945+146.3% | $5,306+176.0% |