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 7-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 | $77,713 | $73,102+6.3% | $123,544-37.1% | $56,287+38.1% |
| Participation rate | 70.6% | 74.3%-3.7pp | 82.3%-11.7pp | 69.9%+0.7pp |
| Annual return | 31.52% | 3.01%+28.5pp | 119.20%-87.7pp | -9.96%+41.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,095 | $5,423-6.0% | $6,426-20.7% | $3,350+52.1% |
| Admin fee / account holder | $5,372 | $554+870.2% | $9,284-42.1% | $521+931.2% |