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 | $110,501 | $81,460+35.7% | $103,333+6.9% | $80,856+36.7% |
| Participation rate | 80.4% | 66.8%+13.6pp | 74.5%+5.9pp | 67.6%+12.8pp |
| Annual return | 40.78% | 25.55%+15.2pp | 24.88%+15.9pp | 35.59%+5.2pp |
| Employer contribution / active EE | $412 | $3,105-86.7% | $3,868-89.3% | $2,755-85.0% |
| Participant deferral / active EE | $6,014 | $3,869+55.4% | $5,057+18.9% | $4,296+40.0% |
| Admin fee / account holder | $3,487 | $6,566-46.9% | $8,355-58.3% | $6,918-49.6% |