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 | $77,628 | $63,764+21.7% | $81,930-5.3% | $79,858-2.8% |
| Participation rate | 80.5% | 67.5%+13.0pp | 72.0%+8.5pp | 69.6%+10.9pp |
| Annual return | 14.21% | 22.66%-8.5pp | 29.49%-15.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,707 | $2,780+69.3% | $7,107-33.8% | $3,740+25.9% |
| Admin fee / account holder | $2,094 | $4,426-52.7% | $5,158-59.4% | $5,306-60.5% |