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 | $73,375 | $72,114+1.7% | $108,745-32.5% | $62,891+16.7% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 10.19% | 13.41%-3.2pp | 46.22%-36.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,992 | $4,044+147.1% | $5,121+95.1% | $3,203+212.0% |
| Admin fee / account holder | $386 | $4,608-91.6% | $6,144-93.7% | $4,296-91.0% |