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 | $108,464 | $81,460+33.2% | $103,333+5.0% | $80,856+34.1% |
| Participation rate | 72.9% | 66.8%+6.1pp | 74.5%-1.6pp | 67.6%+5.3pp |
| Annual return | 11.38% | 25.55%-14.2pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,123 | $3,869+32.4% | $5,057+1.3% | $4,296+19.3% |
| Admin fee / account holder | $1,513 | $6,566-77.0% | $8,355-81.9% | $6,918-78.1% |