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 | $114,937 | $82,882+38.7% | $127,761-10.0% | $72,985+57.5% |
| Participation rate | 81.4% | 71.5%+9.9pp | 79.0%+2.4pp | 69.5%+11.9pp |
| Annual return | 22.31% | 32.20%-9.9pp | 26.14%-3.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,501 | $4,791-6.1% | $6,021-25.3% | $3,607+24.8% |
| Admin fee / account holder | $5,268 | $6,487-18.8% | $9,395-43.9% | $5,124+2.8% |