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 | $138,365 | $67,606+104.7% | $82,313+68.1% | $70,131+97.3% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 20.00% | 21.57%-1.6pp | 25.88%-5.9pp | 73.14%-53.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,698 | $2,987-9.7% | $3,706-27.2% | $3,332-19.0% |
| Admin fee / account holder | $3,630 | $4,512-19.6% | $5,608-35.3% | $4,645-21.9% |