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 | $113,394 | $153,772-26.3% | $133,980-15.4% | $273,961-58.6% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.1%-2.1pp | 83.0%+2.0pp |
| Annual return | 8.14% | 36.51%-28.4pp | 29.30%-21.2pp | 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 | $6,976 | $6,958+0.3% | $6,282+11.1% | $5,287+31.9% |
| Admin fee / account holder | $8,603 | $11,765-26.9% | $9,324-7.7% | $10,132-15.1% |