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 | $107,413 | $72,277+48.6% | $101,248+6.1% | $79,858+34.5% |
| Participation rate | 70.3% | 68.5%+1.9pp | 75.8%-5.5pp | 69.6%+0.7pp |
| Annual return | 18.15% | 22.30%-4.1pp | 46.47%-28.3pp | 31.71%-13.6pp |
| Employer contribution / active EE | $493 | $2,692-81.7% | $3,660-86.5% | $2,471-80.0% |
| Participant deferral / active EE | $2,425 | $3,282-26.1% | $4,370-44.5% | $3,740-35.2% |
| Admin fee / account holder | $4,979 | $4,400+13.1% | $5,945-16.3% | $5,306-6.2% |