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 | $119,650 | $76,367+56.7% | $93,606+27.8% | $72,985+63.9% |
| Participation rate | 84.6% | 71.7%+12.9pp | 75.8%+8.8pp | 69.5%+15.1pp |
| Annual return | 22.25% | 25.82%-3.6pp | 32.76%-10.5pp | 81.00%-58.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,678 | $3,538+3.9% | $4,069-9.6% | $3,607+1.9% |
| Admin fee / account holder | $800 | $6,838-88.3% | $7,888-89.9% | $5,124-84.4% |