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 | $53,496 | $86,929-38.5% | $102,423-47.8% | $80,856-33.8% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.6%+18.5pp |
| Annual return | 17.50% | 18.88%-1.4pp | 29.32%-11.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,196 | $4,118-46.7% | $5,053-56.5% | $4,296-48.9% |
| Admin fee / account holder | $2,986 | $8,049-62.9% | $9,451-68.4% | $6,918-56.8% |