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 | $48,899 | $87,733-44.3% | $106,548-54.1% | $85,850-43.0% |
| Participation rate | 94.6% | 71.9%+22.7pp | 76.1%+18.5pp | 69.3%+25.3pp |
| Annual return | 21.90% | 21.86%0pp | 26.80%-4.9pp | 318.53%-296.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,534 | $3,469+1.9% | $4,398-19.7% | $3,952-10.6% |
| Admin fee / account holder | $3,408 | $6,767-49.6% | $7,407-54.0% | $6,260-45.6% |