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 | $105,990 | $153,772-31.1% | $133,980-20.9% | $273,961-61.3% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.1%-16.5pp | 83.0%-12.4pp |
| Annual return | 8.20% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,644 | $6,958+24.2% | $6,282+37.6% | $5,287+63.5% |
| Admin fee / account holder | $557 | $11,765-95.3% | $9,324-94.0% | $10,132-94.5% |