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 | $143,452 | $73,787+94.4% | $98,716+45.3% | $82,448+74.0% |
| Participation rate | 81.8% | 61.4%+20.4pp | 69.3%+12.5pp | 68.1%+13.8pp |
| Annual return | 13.21% | 18.57%-5.4pp | 31.81%-18.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,687 | $3,081-12.8% | $4,048-33.6% | $4,139-35.1% |
| Admin fee / account holder | $760 | $6,500-88.3% | $8,703-91.3% | $7,234-89.5% |