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 | $89,067 | $86,929+2.5% | $102,423-13.0% | $80,856+10.2% |
| Participation rate | 71.9% | 72.4%-0.5pp | 76.5%-4.6pp | 67.6%+4.2pp |
| Annual return | 13.15% | 18.88%-5.7pp | 29.32%-16.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,232 | $4,118+75.6% | $5,053+43.1% | $4,296+68.4% |
| Admin fee / account holder | $15,497 | $8,049+92.5% | $9,451+64.0% | $6,918+124.0% |