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 | $73,729 | $86,929-15.2% | $102,423-28.0% | $80,856-8.8% |
| Participation rate | 86.2% | 72.4%+13.8pp | 76.5%+9.7pp | 67.6%+18.5pp |
| Annual return | 12.84% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,216 | $4,118+148.1% | $5,053+102.2% | $4,296+137.8% |
| Admin fee / account holder | $8,364 | $8,049+3.9% | $9,451-11.5% | $6,918+20.9% |