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 | $114,161 | $91,019+25.4% | $392,568-70.9% | $72,985+56.4% |
| Participation rate | 95.1% | 74.4%+20.8pp | 78.1%+17.1pp | 69.5%+25.6pp |
| Annual return | 25.32% | 20.00%+5.3pp | 24.42%+0.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,155 | $4,570+78.5% | $5,985+36.3% | $3,607+126.1% |
| Admin fee / account holder | $4,741 | $4,895-3.1% | $6,260-24.3% | $5,124-7.5% |