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 | $92,271 | $65,365+41.2% | $92,893-0.7% | $72,985+26.4% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 21.15% | 42.10%-21.0pp | 109.41%-88.3pp | 81.00%-59.8pp |
| Employer contribution / active EE | $349 | $2,594-86.6% | $3,653-90.5% | $2,440-85.7% |
| Participant deferral / active EE | $2,325 | $3,128-25.7% | $4,236-45.1% | $3,607-35.5% |
| Admin fee / account holder | $4,200 | $4,251-1.2% | $5,794-27.5% | $5,124-18.0% |