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 | $89,843 | $74,927+19.9% | $101,794-11.7% | $84,808+5.9% |
| Participation rate | 87.2% | 61.4%+25.8pp | 69.2%+18.0pp | 68.3%+18.9pp |
| Annual return | 13.96% | 18.70%-4.7pp | 30.53%-16.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,798 | $3,099+54.8% | $4,084+17.5% | $4,212+13.9% |
| Admin fee / account holder | $5,378 | $6,514-17.4% | $8,777-38.7% | $7,344-26.8% |