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 | $229,292 | $73,933+210.1% | $96,683+137.2% | $75,163+205.1% |
| Participation rate | 87.1% | 66.4%+20.7pp | 74.3%+12.8pp | 67.2%+19.9pp |
| Annual return | 14.68% | 26.70%-12.0pp | 35.69%-21.0pp | 160.62%-145.9pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,927 | $3,659+7.3% | $4,878-19.5% | $4,125-4.8% |
| Admin fee / account holder | $4,231 | $5,216-18.9% | $6,730-37.1% | $5,651-25.1% |