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 | $161,957 | $54,705+196.1% | $71,209+127.4% | $84,808+91.0% |
| Participation rate | 71.2% | 64.1%+7.2pp | 73.8%-2.5pp | 68.3%+2.9pp |
| Annual return | 16.26% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,656 | $3,030+251.6% | $4,175+155.2% | $4,212+153.0% |
| Admin fee / account holder | $43,347 | $4,863+791.3% | $5,349+710.4% | $7,344+490.3% |