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 | $77,788 | $86,929-10.5% | $102,423-24.1% | $80,856-3.8% |
| Participation rate | 91.1% | 72.4%+18.7pp | 76.5%+14.6pp | 67.6%+23.4pp |
| Annual return | 10.94% | 18.88%-7.9pp | 29.32%-18.4pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,809 | $4,118+41.0% | $5,053+15.0% | $4,296+35.2% |
| Admin fee / account holder | $4,423 | $8,049-45.0% | $9,451-53.2% | $6,918-36.1% |