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 | $82,755 | $80,717+2.5% | $154,803-46.5% | $84,808-2.4% |
| Participation rate | 82.5% | 66.8%+15.7pp | 78.1%+4.5pp | 68.3%+14.2pp |
| Annual return | 15.00% | 37.96%-23.0pp | 58.88%-43.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,144 | $3,303+55.7% | $5,540-7.1% | $4,212+22.1% |
| Admin fee / account holder | $11,781 | $6,746+74.6% | $14,329-17.8% | $7,344+60.4% |