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 | $161,770 | $81,460+98.6% | $103,333+56.6% | $80,856+100.1% |
| Participation rate | 92.6% | 66.8%+25.7pp | 74.5%+18.1pp | 67.6%+25.0pp |
| Annual return | 26.12% | 25.55%+0.6pp | 24.88%+1.2pp | 35.59%-9.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,292 | $3,869+166.0% | $5,057+103.5% | $4,296+139.6% |
| Admin fee / account holder | $21,997 | $6,566+235.0% | $8,355+163.3% | $6,918+218.0% |