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 | $56,473 | $72,492-22.1% | $87,100-35.2% | $72,985-22.6% |
| Participation rate | 91.3% | 72.8%+18.5pp | 76.9%+14.4pp | 69.5%+21.8pp |
| Annual return | 26.74% | 24.46%+2.3pp | 28.19%-1.5pp | 81.00%-54.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,265 | $3,270+61.0% | $4,049+30.0% | $3,607+46.0% |
| Admin fee / account holder | $4,553 | $5,055-9.9% | $7,497-39.3% | $5,124-11.2% |