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 | $53,172 | $48,076+10.6% | $78,689-32.4% | $62,891-15.5% |
| Participation rate | 72.7% | 65.2%+7.5pp | 73.6%-0.8pp | 69.3%+3.4pp |
| Annual return | 4.66% | 31.35%-26.7pp | 62.18%-57.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,943 | $2,588-24.9% | $3,517-44.8% | $3,203-39.3% |
| Admin fee / account holder | $5,208 | $3,207+62.4% | $4,510+15.5% | $4,296+21.2% |