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 | $185,801 | $123,793+50.1% | $177,821+4.5% | $79,858+132.7% |
| Participation rate | 84.5% | 84.7%-0.1pp | 87.7%-3.2pp | 69.6%+14.9pp |
| Annual return | 11.00% | 22.82%-11.8pp | 48.32%-37.3pp | 31.71%-20.7pp |
| Employer contribution / active EE | $2 | $4,095-100.0% | $5,918-100.0% | $2,471-99.9% |
| Participant deferral / active EE | $5,738 | $5,956-3.7% | $7,714-25.6% | $3,740+53.4% |
| Admin fee / account holder | $22,457 | $7,243+210.1% | $12,427+80.7% | $5,306+323.2% |