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 | $91,675 | $80,673+13.6% | $101,326-9.5% | $84,808+8.1% |
| Participation rate | 91.8% | 77.8%+14.1pp | 81.5%+10.3pp | 68.3%+23.5pp |
| Annual return | 21.94% | 38.95%-17.0pp | 36.82%-14.9pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,259 | $6,840+166.9% | $7,994+128.4% | $4,212+333.6% |
| Admin fee / account holder | $8,929 | $12,784-30.2% | $11,185-20.2% | $7,344+21.6% |