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 | $103,076 | $46,869+119.9% | $122,332-15.7% | $70,131+47.0% |
| Participation rate | 83.0% | 58.2%+24.8pp | 71.6%+11.3pp | 69.5%+13.4pp |
| Annual return | 17.68% | 24.22%-6.5pp | 30.27%-12.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,985 | $2,166+130.1% | $3,287+51.7% | $3,332+49.6% |
| Admin fee / account holder | $2,375 | $3,322-28.5% | $5,478-56.6% | $4,645-48.9% |