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 | $86,792 | $80,968+7.2% | $96,544-10.1% | $75,163+15.5% |
| Participation rate | 71.3% | 71.8%-0.5pp | 76.0%-4.7pp | 67.2%+4.1pp |
| Annual return | 15.13% | 27.06%-11.9pp | 25.84%-10.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,592 | $3,928-8.6% | $4,851-26.0% | $4,125-12.9% |
| Admin fee / account holder | $3,196 | $6,724-52.5% | $8,252-61.3% | $5,651-43.4% |