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 | $111,948 | $78,422+42.8% | $95,952+16.7% | $79,858+40.2% |
| Participation rate | 73.2% | 73.5%-0.3pp | 77.1%-3.9pp | 69.6%+3.5pp |
| Annual return | 15.54% | 19.37%-3.8pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,526 | $3,440+147.9% | $4,167+104.6% | $3,740+128.0% |
| Admin fee / account holder | $20,157 | $5,622+258.5% | $6,795+196.6% | $5,306+279.9% |