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 | $98,029 | $87,013+12.7% | $106,213-7.7% | $80,856+21.2% |
| Participation rate | 97.6% | 70.4%+27.2pp | 75.3%+22.3pp | 67.6%+30.0pp |
| Annual return | 15.62% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-20.0pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,223 | $3,986+31.0% | $5,016+4.1% | $4,296+21.6% |
| Admin fee / account holder | $8,505 | $8,431+0.9% | $11,033-22.9% | $6,918+22.9% |