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 | $116,320 | $63,861+82.1% | $104,607+11.2% | $79,858+45.7% |
| Participation rate | 88.9% | 64.9%+24.0pp | 74.1%+14.8pp | 69.6%+19.3pp |
| Annual return | 11.47% | 21.30%-9.8pp | 340.46%-329.0pp | 31.71%-20.2pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,444 | $2,693-46.4% | $3,740-61.4% | $3,740-61.4% |
| Admin fee / account holder | $3,993 | $4,185-4.6% | $6,473-38.3% | $5,306-24.7% |