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 | $81,725 | $72,012+13.5% | $185,823-56.0% | $79,858+2.3% |
| Participation rate | 87.5% | 65.8%+21.7pp | 78.0%+9.5pp | 69.6%+17.9pp |
| Annual return | 17.50% | 23.12%-5.6pp | 35.95%-18.5pp | 31.71%-14.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,479 | $3,779+97.9% | $5,632+32.8% | $3,740+100.0% |
| Admin fee / account holder | $2,853 | $4,513-36.8% | $9,500-70.0% | $5,306-46.2% |