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 | $116,371 | $105,630+10.2% | $87,507+33.0% | $273,961-57.5% |
| Participation rate | 95.8% | 78.2%+17.6pp | 73.8%+22.0pp | 83.0%+12.8pp |
| Annual return | 8.40% | 12.25%-3.9pp | 12.21%-3.8pp | 41.45%-33.1pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,274 | $3,601+18.7% | $3,149+35.7% | $5,287-19.2% |
| Admin fee / account holder | $3,449 | $4,781-27.9% | $4,221-18.3% | $10,132-66.0% |