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 | $105,191 | $87,733+19.9% | $106,548-1.3% | $85,850+22.5% |
| Participation rate | 96.6% | 71.9%+24.7pp | 76.1%+20.5pp | 69.3%+27.3pp |
| Annual return | 13.55% | 21.86%-8.3pp | 26.80%-13.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,312 | $3,469+24.3% | $4,398-2.0% | $3,952+9.1% |
| Admin fee / account holder | $8,223 | $6,767+21.5% | $7,407+11.0% | $6,260+31.4% |