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 | $77,611 | $63,764+21.7% | $81,930-5.3% | $79,858-2.8% |
| Participation rate | 73.1% | 67.5%+5.6pp | 72.0%+1.1pp | 69.6%+3.4pp |
| Annual return | 16.52% | 22.66%-6.1pp | 29.49%-13.0pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,261 | $2,780-18.7% | $7,107-68.2% | $3,740-39.6% |
| Admin fee / account holder | $4,048 | $4,426-8.5% | $5,158-21.5% | $5,306-23.7% |