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 | $107,738 | $93,571+15.1% | $135,903-20.7% | $75,163+43.3% |
| Participation rate | 83.8% | 75.2%+8.6pp | 81.9%+1.9pp | 67.2%+16.6pp |
| Annual return | 16.99% | 30.90%-13.9pp | 68.23%-51.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,706 | $6,404+4.7% | $7,758-13.6% | $4,125+62.6% |
| Admin fee / account holder | $14,330 | $6,975+105.4% | $10,762+33.2% | $5,651+153.6% |