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 5-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 | $54,505 | $64,307-15.2% | $57,343-4.9% | $125,391-56.5% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 83.2%+9.1pp |
| Annual return | 1.40% | 25.12%-23.7pp | 24.39%-23.0pp | 282.22%-280.8pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,755 | $3,848-2.4% | $3,162+18.8% | $5,352-29.8% |
| Admin fee / account holder | $4,657 | $5,242-11.2% | $3,356+38.8% | $9,540-51.2% |