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 | $81,035 | $49,227+64.6% | $70,449+15.0% | $79,858+1.5% |
| Participation rate | 84.0% | 69.2%+14.8pp | 75.1%+8.9pp | 69.6%+14.4pp |
| Annual return | 13.13% | 30.06%-16.9pp | 109.03%-95.9pp | 31.71%-18.6pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,185 | $2,768+15.1% | $3,709-14.1% | $3,740-14.8% |
| Admin fee / account holder | $1,723 | $2,878-40.1% | $3,845-55.2% | $5,306-67.5% |