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 | $133,973 | $95,803+39.8% | $113,168+18.4% | $84,808+58.0% |
| Participation rate | 73.0% | 72.9%+0.1pp | 76.6%-3.6pp | 68.3%+4.7pp |
| Annual return | 17.07% | 25.00%-7.9pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,980 | $4,242+17.4% | $5,107-2.5% | $4,212+18.2% |
| Admin fee / account holder | $2,099 | $8,989-76.6% | $12,068-82.6% | $7,344-71.4% |