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 | $119,926 | $56,277+113.1% | $80,975+48.1% | $62,891+90.7% |
| Participation rate | 72.5% | 69.0%+3.5pp | 75.8%-3.3pp | 69.3%+3.2pp |
| Annual return | 5.84% | 22.12%-16.3pp | 17.10%-11.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,903 | $4,195-54.6% | $5,696-66.6% | $3,203-40.6% |
| Admin fee / account holder | $4,909 | $3,741+31.2% | $5,516-11.0% | $4,296+14.3% |