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 | $98,198 | $57,065+72.1% | $75,670+29.8% | $70,131+40.0% |
| Participation rate | 74.1% | 68.1%+6.0pp | 72.3%+1.7pp | 69.5%+4.5pp |
| Annual return | 17.53% | 23.57%-6.0pp | 27.34%-9.8pp | 73.14%-55.6pp |
| Employer contribution / active EE | $254 | $1,817-86.0% | $2,352-89.2% | $2,342-89.1% |
| Participant deferral / active EE | $1,017 | $2,580-60.6% | $3,142-67.6% | $3,332-69.5% |
| Admin fee / account holder | $10,685 | $3,825+179.4% | $5,800+84.2% | $4,645+130.0% |