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 | $129,564 | $78,422+65.2% | $95,952+35.0% | $79,858+62.2% |
| Participation rate | 97.5% | 73.5%+24.0pp | 77.1%+20.4pp | 69.6%+27.9pp |
| Annual return | 13.70% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,474 | $3,440+1.0% | $4,167-16.6% | $3,740-7.1% |
| Admin fee / account holder | $2,450 | $5,622-56.4% | $6,795-64.0% | $5,306-53.8% |