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 | $124,766 | $96,557+29.2% | $80,975+54.1% | $273,961-54.5% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 5.65% | 15.14%-9.5pp | 17.10%-11.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,271 | $6,598-35.3% | $5,696-25.0% | $5,287-19.2% |
| Admin fee / account holder | $2,570 | $7,492-65.7% | $5,516-53.4% | $10,132-74.6% |