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 | $94,066 | $58,828+59.9% | $77,999+20.6% | $62,891+49.6% |
| Participation rate | 92.3% | 71.1%+21.2pp | 75.5%+16.8pp | 69.3%+23.0pp |
| Annual return | 6.68% | 17.16%-10.5pp | 425.96%-419.3pp | 20.14%-13.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,238 | $2,686-16.7% | $3,497-36.0% | $3,203-30.1% |
| Admin fee / account holder | $1,752 | $4,393-60.1% | $5,480-68.0% | $4,296-59.2% |