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 | $88,703 | $67,606+31.2% | $82,313+7.8% | $70,131+26.5% |
| Participation rate | 72.2% | 72.8%-0.5pp | 76.9%-4.7pp | 69.5%+2.7pp |
| Annual return | 17.28% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,427 | $2,987-18.7% | $3,706-34.5% | $3,332-27.2% |
| Admin fee / account holder | $409 | $4,512-90.9% | $5,608-92.7% | $4,645-91.2% |