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 | $160,487 | $92,985+72.6% | $153,485+4.6% | $80,856+98.5% |
| Participation rate | 82.0% | 69.0%+13.0pp | 77.1%+4.9pp | 67.6%+14.3pp |
| Annual return | 17.30% | 19.95%-2.6pp | 15.65%+1.7pp | 35.59%-18.3pp |
| Employer contribution / active EE | $0 | $3,507-100.0% | $5,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,415 | $5,178+23.9% | $6,757-5.1% | $4,296+49.3% |
| Admin fee / account holder | $35,926 | $8,880+304.6% | $12,724+182.3% | $6,918+419.3% |