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 | $81,354 | $58,828+38.3% | $77,999+4.3% | $62,891+29.4% |
| Participation rate | 95.2% | 71.1%+24.1pp | 75.5%+19.6pp | 69.3%+25.9pp |
| Annual return | 6.74% | 17.16%-10.4pp | 425.96%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,047 | $2,686-23.8% | $3,497-41.5% | $3,203-36.1% |
| Admin fee / account holder | $8,840 | $4,393+101.2% | $5,480+61.3% | $4,296+105.8% |