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 | $84,293 | $73,787+14.2% | $98,716-14.6% | $82,448+2.2% |
| Participation rate | 75.9% | 61.4%+14.5pp | 69.3%+6.6pp | 68.1%+7.8pp |
| Annual return | 14.33% | 18.57%-4.2pp | 31.81%-17.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,677 | $3,081-13.1% | $4,048-33.9% | $4,139-35.3% |
| Admin fee / account holder | $1,639 | $6,500-74.8% | $8,703-81.2% | $7,234-77.3% |