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 | $97,737 | $65,041+50.3% | $90,951+7.5% | $79,858+22.4% |
| Participation rate | 94.4% | 61.6%+32.8pp | 69.0%+25.4pp | 69.6%+24.8pp |
| Annual return | 15.24% | 30.45%-15.2pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,795 | $2,512+130.7% | $3,373+71.8% | $3,740+54.9% |
| Admin fee / account holder | $3,933 | $4,536-13.3% | $5,959-34.0% | $5,306-25.9% |