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 | $67,707 | $58,828+15.1% | $77,999-13.2% | $62,891+7.7% |
| Participation rate | 72.7% | 71.1%+1.7pp | 75.5%-2.8pp | 69.3%+3.4pp |
| Annual return | 10.44% | 17.16%-6.7pp | 425.96%-415.5pp | 20.14%-9.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,087 | $2,686-22.3% | $3,497-40.3% | $3,203-34.8% |
| Admin fee / account holder | $983 | $4,393-77.6% | $5,480-82.1% | $4,296-77.1% |