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 | $106,749-20.3% | $145,433-41.5% | $82,448+3.2% |
| Participation rate | 70.6% | 75.6%-5.1pp | 82.1%-11.5pp | 68.1%+2.5pp |
| Annual return | 16.00% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $8,766 | $6,519+34.5% | $7,897+11.0% | $4,139+111.8% |
| Admin fee / account holder | $6,862 | $8,390-18.2% | $13,129-47.7% | $7,234-5.1% |