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 | $77,673 | $80,968-4.1% | $96,544-19.5% | $75,163+3.3% |
| Participation rate | 81.4% | 71.8%+9.6pp | 76.0%+5.4pp | 67.2%+14.2pp |
| Annual return | 16.42% | 27.06%-10.6pp | 25.84%-9.4pp | 160.62%-144.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,742 | $3,928+122.6% | $4,851+80.2% | $4,125+111.9% |
| Admin fee / account holder | $17,769 | $6,724+164.3% | $8,252+115.3% | $5,651+214.5% |