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 | $113,835 | $43,723+160.4% | $121,196-6.1% | $64,186+77.4% |
| Participation rate | 74.4% | 58.3%+16.1pp | 71.7%+2.7pp | 69.6%+4.9pp |
| Annual return | 9.30% | 68.91%-59.6pp | 16.93%-7.6pp | 7.63%+1.7pp |
| Employer contribution / active EE | $82 | $1,296-93.7% | $4,022-98.0% | $2,381-96.6% |
| Participant deferral / active EE | $6,443 | $2,280+182.6% | $3,344+92.7% | $3,470+85.7% |
| Admin fee / account holder | $9,359 | $3,501+167.3% | $5,019+86.5% | $4,888+91.5% |