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 | $141,420 | $227,396-37.8% | $442,409-68.0% | $116,875+21.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 88.0%+12.0pp | 74.5%+25.5pp |
| Annual return | 20.67% | 16.35%+4.3pp | 90.53%-69.9pp | 16.29%+4.4pp |
| Employer contribution / active EE | $0 | $5,244-100.0% | $7,697-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $9,905 | $7,352+34.7% | $7,555+31.1% | $3,885+155.0% |
| Admin fee / account holder | $56,847 | $16,310+248.5% | $51,603+10.2% | $12,263+363.6% |