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 | $116,850 | $56,897+105.4% | $84,750+37.9% | $62,891+85.8% |
| Participation rate | 73.3% | 68.5%+4.8pp | 76.6%-3.3pp | 69.3%+4.0pp |
| Annual return | 24.72% | 6.30%+18.4pp | 22.78%+1.9pp | 20.14%+4.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,029 | $2,709+85.6% | $3,712+35.5% | $3,203+57.0% |
| Admin fee / account holder | $26,434 | $3,581+638.2% | $5,332+395.8% | $4,296+515.4% |