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 | $85,108 | $109,881-22.5% | $150,045-43.3% | $84,808+0.4% |
| Participation rate | 70.6% | 76.1%-5.5pp | 82.3%-11.7pp | 68.3%+2.3pp |
| Annual return | 16.00% | 28.25%-12.2pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,766 | $6,636+32.1% | $7,997+9.6% | $4,212+108.1% |
| Admin fee / account holder | $6,862 | $8,568-19.9% | $13,435-48.9% | $7,344-6.6% |