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 | $73,787+21.8% | $98,716-9.0% | $82,448+9.0% |
| Participation rate | 87.2% | 61.4%+25.8pp | 69.3%+17.9pp | 68.1%+19.1pp |
| Annual return | 13.96% | 18.57%-4.6pp | 31.81%-17.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,798 | $3,081+55.7% | $4,048+18.5% | $4,139+15.9% |
| Admin fee / account holder | $5,378 | $6,500-17.3% | $8,703-38.2% | $7,234-25.7% |