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 | $85,444 | $80,968+5.5% | $96,544-11.5% | $75,163+13.7% |
| Participation rate | 92.9% | 71.8%+21.1pp | 76.0%+16.9pp | 67.2%+25.7pp |
| Annual return | 13.88% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,348 | $3,928+61.6% | $4,851+30.9% | $4,125+53.9% |
| Admin fee / account holder | $4,451 | $6,724-33.8% | $8,252-46.1% | $5,651-21.2% |