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 | $95,732 | $48,046+99.2% | $84,611+13.1% | $72,985+31.2% |
| Participation rate | 81.0% | 57.6%+23.4pp | 68.2%+12.7pp | 69.5%+11.5pp |
| Annual return | 24.53% | 37.38%-12.8pp | 258.74%-234.2pp | 81.00%-56.5pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,853 | $2,680-30.9% | $3,899-52.5% | $3,607-48.6% |
| Admin fee / account holder | $2,273 | $3,395-33.0% | $4,912-53.7% | $5,124-55.6% |