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 10-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 | $69,647 | $48,076+44.9% | $78,689-11.5% | $62,891+10.7% |
| Participation rate | 74.2% | 65.2%+9.0pp | 73.6%+0.6pp | 69.3%+4.9pp |
| Annual return | 5.84% | 31.35%-25.5pp | 62.18%-56.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,507 | $2,588+35.5% | $3,517-0.3% | $3,203+9.5% |
| Admin fee / account holder | $1,199 | $3,207-62.6% | $4,510-73.4% | $4,296-72.1% |