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 | $78,238 | $65,365+19.7% | $92,893-15.8% | $72,985+7.2% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 18.33% | 42.10%-23.8pp | 109.41%-91.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $358 | $2,594-86.2% | $3,653-90.2% | $2,440-85.3% |
| Participant deferral / active EE | $4,046 | $3,128+29.3% | $4,236-4.5% | $3,607+12.2% |
| Admin fee / account holder | $2,542 | $4,251-40.2% | $5,794-56.1% | $5,124-50.4% |