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 4-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 | $99,971 | $86,286+15.9% | $111,297-10.2% | $85,850+16.4% |
| Participation rate | 80.4% | 73.3%+7.1pp | 77.3%+3.1pp | 69.3%+11.1pp |
| Annual return | 15.78% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,097 | $3,641+40.0% | $4,487+13.6% | $3,952+29.0% |
| Admin fee / account holder | $2,303 | $8,188-71.9% | $7,964-71.1% | $6,260-63.2% |