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 | $112,143 | $86,699+29.3% | $73,307+53.0% | $125,391-10.6% |
| Participation rate | 76.9% | 78.6%-1.7pp | 74.9%+2.0pp | 83.2%-6.3pp |
| Annual return | 0.37% | 2.78%-2.4pp | 5.67%-5.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,697 | $5,550+20.7% | $4,991+34.2% | $5,352+25.1% |
| Admin fee / account holder | $6,094 | $7,771-21.6% | $5,637+8.1% | $9,540-36.1% |