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 9-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 | $31,833 | $77,419-58.9% | $69,455-54.2% | $152,861-79.2% |
| Participation rate | 78.6% | 78.1%+0.5pp | 74.6%+4.0pp | 82.4%-3.9pp |
| Annual return | 11.01% | 39.06%-28.0pp | 28.97%-18.0pp | 345.32%-334.3pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,733 | $4,414-60.7% | $3,535-51.0% | $5,850-70.4% |
| Admin fee / account holder | $14,287 | $6,207+130.2% | $3,839+272.1% | $11,596+23.2% |