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 | $92,720 | $78,705+17.8% | $117,854-21.3% | $70,131+32.2% |
| Participation rate | 80.6% | 73.2%+7.5pp | 79.7%+1.0pp | 69.5%+11.1pp |
| Annual return | 15.40% | 23.30%-7.9pp | 335.08%-319.7pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,832 | $3,297+16.2% | $4,482-14.5% | $3,332+15.0% |
| Admin fee / account holder | $5,349 | $5,065+5.6% | $8,020-33.3% | $4,645+15.1% |