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 | $99,782 | $60,022+66.2% | $88,946+12.2% | $84,808+17.7% |
| Participation rate | 89.2% | 57.8%+31.4pp | 68.8%+20.4pp | 68.3%+20.9pp |
| Annual return | 20.09% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,783 | $3,114+278.4% | $4,581+157.2% | $4,212+179.8% |
| Admin fee / account holder | $15,660 | $4,811+225.5% | $8,261+89.6% | $7,344+113.2% |