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 | $74,698 | $86,929-14.1% | $102,423-27.1% | $80,856-7.6% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.6%+13.1pp |
| Annual return | 10.88% | 18.88%-8.0pp | 29.32%-18.4pp | 35.59%-24.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,223 | $4,118+26.8% | $5,053+3.4% | $4,296+21.6% |
| Admin fee / account holder | $16,080 | $8,049+99.8% | $9,451+70.1% | $6,918+132.4% |