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 | $79,790 | $77,899+2.4% | $149,673-46.7% | $75,163+6.2% |
| Participation rate | 78.9% | 65.6%+13.4pp | 78.8%+0.2pp | 67.2%+11.8pp |
| Annual return | 14.21% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,720 | $3,411+38.4% | $5,680-16.9% | $4,125+14.4% |
| Admin fee / account holder | $2,411 | $5,956-59.5% | $13,210-81.7% | $5,651-57.3% |