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 | $126,235 | $72,492+74.1% | $87,100+44.9% | $72,985+73.0% |
| Participation rate | 81.3% | 72.8%+8.4pp | 76.9%+4.4pp | 69.5%+11.8pp |
| Annual return | 19.04% | 24.46%-5.4pp | 28.19%-9.2pp | 81.00%-62.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,287 | $3,270+0.5% | $4,049-18.8% | $3,607-8.9% |
| Admin fee / account holder | $2,500 | $5,055-50.6% | $7,497-66.7% | $5,124-51.2% |