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 | $98,900 | $101,724-2.8% | $164,813-40.0% | $80,856+22.3% |
| Participation rate | 99.0% | 71.8%+27.2pp | 78.6%+20.4pp | 67.6%+31.3pp |
| Annual return | 17.95% | 16.72%+1.2pp | 69.93%-52.0pp | 35.59%-17.6pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,706 | $4,477+94.5% | $6,031+44.3% | $4,296+102.7% |
| Admin fee / account holder | $10,160 | $8,227+23.5% | $12,690-19.9% | $6,918+46.9% |