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 | $68,507 | $78,705-13.0% | $117,854-41.9% | $70,131-2.3% |
| Participation rate | 72.4% | 73.2%-0.8pp | 79.7%-7.2pp | 69.5%+2.9pp |
| Annual return | 12.53% | 23.30%-10.8pp | 335.08%-322.5pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,264 | $3,297+29.3% | $4,482-4.9% | $3,332+28.0% |
| Admin fee / account holder | $7,633 | $5,065+50.7% | $8,020-4.8% | $4,645+64.3% |