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 | $202,690 | $113,935+77.9% | $94,224+115.1% | $125,391+61.6% |
| Participation rate | 73.9% | 82.9%-9.0pp | 78.8%-4.9pp | 83.2%-9.3pp |
| Annual return | 1.56% | 5.29%-3.7pp | 10.68%-9.1pp | 282.22%-280.7pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,638 | $5,179+28.2% | $4,320+53.7% | $5,352+24.0% |
| Admin fee / account holder | $769 | $8,391-90.8% | $6,269-87.7% | $9,540-91.9% |