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 | $148,777 | $83,477+78.2% | $125,175+18.9% | $72,985+103.8% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 20.29% | 25.78%-5.5pp | 43.79%-23.5pp | 81.00%-60.7pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,868 | $3,585+35.8% | $4,937-1.4% | $3,607+35.0% |
| Admin fee / account holder | $3,296 | $5,517-40.3% | $9,702-66.0% | $5,124-35.7% |