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 | $134,024 | $91,407+46.6% | $135,903-1.4% | $71,457+87.6% |
| Participation rate | 77.0% | 75.7%+1.3pp | 81.9%-4.9pp | 67.9%+9.1pp |
| Annual return | 22.77% | 29.90%-7.1pp | 68.23%-45.5pp | 28.85%-6.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $12,031 | $7,092+69.6% | $7,758+55.1% | $4,289+180.5% |
| Admin fee / account holder | $1,041 | $1,266-17.8% | $10,762-90.3% | $1,587-34.4% |