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 | $98,104 | $123,793-20.8% | $177,821-44.8% | $79,858+22.8% |
| Participation rate | 70.6% | 84.7%-14.1pp | 87.7%-17.1pp | 69.6%+1.0pp |
| Annual return | 15.72% | 22.82%-7.1pp | 48.32%-32.6pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,351 | $5,956-27.0% | $7,714-43.6% | $3,740+16.3% |
| Admin fee / account holder | $2,988 | $7,243-58.7% | $12,427-76.0% | $5,306-43.7% |