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 | $157,341 | $87,870+79.1% | $113,168+39.0% | $74,304+111.8% |
| Participation rate | 84.0% | 70.7%+13.2pp | 76.6%+7.4pp | 60.3%+23.6pp |
| Annual return | 16.30% | 26.44%-10.1pp | 24.27%-8.0pp | 29.43%-13.1pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,065 | $4,241+113.8% | $5,107+77.5% | $3,767+140.6% |
| Admin fee / account holder | $8,412 | $3,368+149.8% | $12,068-30.3% | $2,969+183.3% |