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 | $109,669 | $76,367+43.6% | $93,606+17.2% | $72,985+50.3% |
| Participation rate | 86.2% | 71.7%+14.5pp | 75.8%+10.4pp | 69.5%+16.7pp |
| Annual return | 18.79% | 25.82%-7.0pp | 32.76%-14.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,166 | $3,538+17.7% | $4,069+2.4% | $3,607+15.5% |
| Admin fee / account holder | $1,964 | $6,838-71.3% | $7,888-75.1% | $5,124-61.7% |