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 | $99,736 | $94,625+5.4% | $116,228-14.2% | $84,808+17.6% |
| Participation rate | 97.6% | 70.4%+27.1pp | 74.6%+23.0pp | 68.3%+29.2pp |
| Annual return | 14.25% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,159 | $3,972+29.9% | $4,953+4.2% | $4,212+22.5% |
| Admin fee / account holder | $14,686 | $10,091+45.5% | $11,989+22.5% | $7,344+100.0% |