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 3-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 | $103,744 | $78,705+31.8% | $117,854-12.0% | $70,131+47.9% |
| Participation rate | 94.9% | 73.2%+21.7pp | 79.7%+15.3pp | 69.5%+25.4pp |
| Annual return | 17.80% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,343 | $3,297+31.7% | $4,482-3.1% | $3,332+30.4% |
| Admin fee / account holder | $10,288 | $5,065+103.1% | $8,020+28.3% | $4,645+121.5% |