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 8-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 | $81,993 | $73,933+10.9% | $96,683-15.2% | $75,163+9.1% |
| Participation rate | 76.5% | 66.4%+10.0pp | 74.3%+2.1pp | 67.2%+9.3pp |
| Annual return | 14.81% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.8pp |
| Employer contribution / active EE | $615 | $2,928-79.0% | $3,737-83.5% | $2,670-77.0% |
| Participant deferral / active EE | $1,865 | $3,659-49.0% | $4,878-61.8% | $4,125-54.8% |
| Admin fee / account holder | $1,911 | $5,216-63.4% | $6,730-71.6% | $5,651-66.2% |