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 | $113,442 | $87,733+29.3% | $106,548+6.5% | $85,850+32.1% |
| Participation rate | 76.0% | 71.9%+4.1pp | 76.1%-0.1pp | 69.3%+6.7pp |
| Annual return | 18.46% | 21.86%-3.4pp | 26.80%-8.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,313 | $3,469-33.3% | $4,398-47.4% | $3,952-41.5% |
| Admin fee / account holder | $562 | $6,767-91.7% | $7,407-92.4% | $6,260-91.0% |