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 | $56,046 | $93,071-39.8% | $74,583-24.9% | $273,961-79.5% |
| Participation rate | 92.3% | 74.9%+17.4pp | 68.1%+24.2pp | 83.0%+9.3pp |
| Annual return | 3.26% | 26.18%-22.9pp | 20.47%-17.2pp | 41.45%-38.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,631 | $4,160-12.7% | $3,458+5.0% | $5,287-31.3% |
| Admin fee / account holder | $8,537 | $5,272+61.9% | $4,138+106.3% | $10,132-15.7% |