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 | $138,211 | $72,277+91.2% | $101,248+36.5% | $79,858+73.1% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 12.16% | 22.30%-10.1pp | 46.47%-34.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,256 | $3,282+29.7% | $4,370-2.6% | $3,740+13.8% |
| Admin fee / account holder | $1,948 | $4,400-55.7% | $5,945-67.2% | $5,306-63.3% |