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 | $109,435 | $109,359+0.1% | $162,163-32.5% | $72,985+49.9% |
| Participation rate | 94.2% | 84.3%+10.0pp | 87.6%+6.7pp | 69.5%+24.7pp |
| Annual return | 21.19% | 25.46%-4.3pp | 115.59%-94.4pp | 81.00%-59.8pp |
| Employer contribution / active EE | $385 | $3,907-90.2% | $5,614-93.1% | $2,440-84.2% |
| Participant deferral / active EE | $5,053 | $5,481-7.8% | $7,298-30.8% | $3,607+40.1% |
| Admin fee / account holder | $797 | $7,972-90.0% | $10,843-92.7% | $5,124-84.5% |