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 | $118,635 | $132,239-10.3% | $105,722+12.2% | $273,961-56.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 78.9%+1.1pp | 83.0%-3.0pp |
| Annual return | 5.93% | 10.07%-4.1pp | 12.25%-6.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $550 | $4,867-88.7% | $4,079-86.5% | $4,869-88.7% |
| Participant deferral / active EE | $4,289 | $6,233-31.2% | $5,326-19.5% | $5,287-18.9% |
| Admin fee / account holder | $4,561 | $12,032-62.1% | $8,308-45.1% | $10,132-55.0% |