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 | $90,410 | $105,630-14.4% | $87,507+3.3% | $273,961-67.0% |
| Participation rate | 86.4% | 78.2%+8.2pp | 73.8%+12.5pp | 83.0%+3.3pp |
| Annual return | 1.61% | 12.25%-10.6pp | 12.21%-10.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $504 | $3,601-86.0% | $3,149-84.0% | $5,287-90.5% |
| Admin fee / account holder | $2,292 | $4,781-52.1% | $4,221-45.7% | $10,132-77.4% |