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 | $64,612 | $67,606-4.4% | $82,313-21.5% | $70,131-7.9% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.9%+0.5pp | 69.5%+7.8pp |
| Annual return | 16.34% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,016 | $2,987+1.0% | $3,706-18.6% | $3,332-9.5% |
| Admin fee / account holder | $3,230 | $4,512-28.4% | $5,608-42.4% | $4,645-30.5% |