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 | $113,686 | $80,717+40.8% | $154,803-26.6% | $84,808+34.1% |
| Participation rate | 75.6% | 66.8%+8.7pp | 78.1%-2.5pp | 68.3%+7.2pp |
| Annual return | 13.42% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,211 | $3,303+57.8% | $5,540-5.9% | $4,212+23.7% |
| Admin fee / account holder | $20,704 | $6,746+206.9% | $14,329+44.5% | $7,344+181.9% |