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 | $88,737 | $63,299+40.2% | $91,001-2.5% | $62,292+42.5% |
| Participation rate | 73.3% | 73.3%0pp | 75.6%-2.3pp | 69.5%+3.8pp |
| Annual return | 19.00% | 20.99%-2.0pp | 4.60%+14.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,424 | $2,943+16.4% | $3,547-3.5% | $3,169+8.0% |
| Admin fee / account holder | $4,039 | $468+763.7% | $5,417-25.4% | $479+742.6% |