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 | $172,846 | $65,395+164.3% | $182,532-5.3% | $72,985+136.8% |
| Participation rate | 93.8% | 65.4%+28.3pp | 78.0%+15.8pp | 69.5%+24.3pp |
| Annual return | 25.59% | 27.68%-2.1pp | 148.54%-123.0pp | 81.00%-55.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,436 | $3,563+52.6% | $5,524-1.6% | $3,607+50.7% |
| Admin fee / account holder | $1,985 | $4,245-53.2% | $8,592-76.9% | $5,124-61.3% |