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 | $84,952 | $72,492+17.2% | $87,100-2.5% | $72,985+16.4% |
| Participation rate | 78.7% | 72.8%+5.9pp | 76.9%+1.9pp | 69.5%+9.2pp |
| Annual return | 20.08% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,633 | $3,270+11.1% | $4,049-10.3% | $3,607+0.7% |
| Admin fee / account holder | $17,563 | $5,055+247.4% | $7,497+134.3% | $5,124+242.7% |