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 | $132,205 | $93,571+41.3% | $135,903-2.7% | $75,163+75.9% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 25.48% | 30.90%-5.4pp | 68.23%-42.7pp | 160.62%-135.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,476 | $6,404+126.0% | $7,758+86.6% | $4,125+250.9% |
| Admin fee / account holder | $2,082 | $6,975-70.1% | $10,762-80.7% | $5,651-63.2% |