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 | $97,862 | $87,841+11.4% | $133,980-27.0% | $62,891+55.6% |
| Participation rate | 74.1% | 83.4%-9.3pp | 87.1%-13.0pp | 69.3%+4.8pp |
| Annual return | 9.14% | 12.05%-2.9pp | 29.30%-20.2pp | 20.14%-11.0pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,591 | $4,812+99.3% | $6,282+52.7% | $3,203+199.5% |
| Admin fee / account holder | $690 | $5,371-87.1% | $9,324-92.6% | $4,296-83.9% |