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 | $118,489 | $76,367+55.2% | $93,606+26.6% | $72,985+62.3% |
| Participation rate | 76.0% | 71.7%+4.3pp | 75.8%+0.2pp | 69.5%+6.5pp |
| Annual return | 17.05% | 25.82%-8.8pp | 32.76%-15.7pp | 81.00%-64.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,278 | $3,538+20.9% | $4,069+5.1% | $3,607+18.6% |
| Admin fee / account holder | $16,809 | $6,838+145.8% | $7,888+113.1% | $5,124+228.0% |