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 | $115,957 | $76,552+51.5% | $123,892-6.4% | $62,891+84.4% |
| Participation rate | 78.0% | 73.0%+5.0pp | 81.4%-3.4pp | 69.3%+8.7pp |
| Annual return | 6.09% | 18.68%-12.6pp | 47.52%-41.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,772 | $4,840+39.9% | $5,984+13.2% | $3,203+111.4% |
| Admin fee / account holder | $2,992 | $4,826-38.0% | $8,357-64.2% | $4,296-30.3% |