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 | $181,436 | $93,571+93.9% | $135,903+33.5% | $75,163+141.4% |
| Participation rate | 93.4% | 75.2%+18.3pp | 81.9%+11.5pp | 67.2%+26.3pp |
| Annual return | 17.78% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,205 | $6,404-3.1% | $7,758-20.0% | $4,125+50.4% |
| Admin fee / account holder | $7,087 | $6,975+1.6% | $10,762-34.1% | $5,651+25.4% |