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 | $92,682 | $53,018+74.8% | $70,014+32.4% | $62,891+47.4% |
| Participation rate | 97.3% | 67.2%+30.1pp | 71.8%+25.5pp | 69.3%+28.0pp |
| Annual return | 7.88% | 13.35%-5.5pp | 12.99%-5.1pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,658 | $2,395+52.7% | $2,931+24.8% | $3,203+14.2% |
| Admin fee / account holder | $2,895 | $3,690-21.5% | $4,380-33.9% | $4,296-32.6% |