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 6-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 | $70,248 | $80,968-13.2% | $96,544-27.2% | $75,163-6.5% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.5pp | 67.2%+12.2pp |
| Annual return | 16.61% | 27.06%-10.5pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,819 | $3,928-2.8% | $4,851-21.3% | $4,125-7.4% |
| Admin fee / account holder | $8,523 | $6,724+26.8% | $8,252+3.3% | $5,651+50.8% |