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 9-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 | $80,293 | $67,606+18.8% | $82,313-2.5% | $70,131+14.5% |
| Participation rate | 70.5% | 72.8%-2.3pp | 76.9%-6.4pp | 69.5%+0.9pp |
| Annual return | 21.90% | 21.57%+0.3pp | 25.88%-4.0pp | 73.14%-51.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,338 | $2,987+78.7% | $3,706+44.0% | $3,332+60.2% |
| Admin fee / account holder | $7,418 | $4,512+64.4% | $5,608+32.3% | $4,645+59.7% |