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 | $117,058 | $67,411+73.6% | $91,001+28.6% | $70,131+66.9% |
| Participation rate | 78.1% | 71.4%+6.8pp | 75.6%+2.5pp | 69.5%+8.6pp |
| Annual return | 15.82% | -40.16%+56.0pp | 4.60%+11.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,013 | $2,823+77.6% | $3,547+41.3% | $3,332+50.5% |
| Admin fee / account holder | $1,866 | $4,236-56.0% | $5,417-65.6% | $4,645-59.8% |