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 | $90,436 | $90,503-0.1% | $78,689+14.9% | $273,961-67.0% |
| Participation rate | 73.7% | 76.5%-2.8pp | 73.6%+0.1pp | 83.0%-9.3pp |
| Annual return | 5.85% | 75.60%-69.7pp | 62.18%-56.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,638 | $3,901-6.7% | $3,517+3.4% | $5,287-31.2% |
| Admin fee / account holder | $8,969 | $5,263+70.4% | $4,510+98.8% | $10,132-11.5% |