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 | $99,804 | $49,227+102.7% | $70,449+41.7% | $79,858+25.0% |
| Participation rate | 91.9% | 69.2%+22.7pp | 75.1%+16.8pp | 69.6%+22.3pp |
| Annual return | 10.86% | 30.06%-19.2pp | 109.03%-98.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,903 | $2,768+149.4% | $3,709+86.1% | $3,740+84.6% |
| Admin fee / account holder | $1,573 | $2,878-45.4% | $3,845-59.1% | $5,306-70.4% |