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 | $29,411 | $136,307-78.4% | $106,619-72.4% | $273,961-89.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 78.0%+9.5pp | 83.0%+4.5pp |
| Annual return | 5.79% | 11.05%-5.3pp | 9.42%-3.6pp | 41.45%-35.7pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,947 | $4,969-20.6% | $3,930+0.4% | $5,287-25.3% |
| Admin fee / account holder | $4,063 | $8,625-52.9% | $6,418-36.7% | $10,132-59.9% |