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 | $89,810 | $79,944+12.3% | $98,439-8.8% | $75,163+19.5% |
| Participation rate | 92.5% | 70.4%+22.1pp | 75.2%+17.3pp | 67.2%+25.3pp |
| Annual return | 20.42% | 19.75%+0.7pp | 21.16%-0.7pp | 160.62%-140.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,814 | $3,752+55.0% | $4,738+22.7% | $4,125+41.0% |
| Admin fee / account holder | $2,338 | $6,840-65.8% | $8,948-73.9% | $5,651-58.6% |