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 | $124,527 | $94,625+31.6% | $116,228+7.1% | $84,808+46.8% |
| Participation rate | 93.7% | 70.4%+23.2pp | 74.6%+19.1pp | 68.3%+25.3pp |
| Annual return | 16.36% | 20.40%-4.0pp | 90.06%-73.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,528 | $3,972-36.4% | $4,953-49.0% | $4,212-40.0% |
| Admin fee / account holder | $5,129 | $10,091-49.2% | $11,989-57.2% | $7,344-30.2% |