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 | $88,659 | $94,625-6.3% | $116,228-23.7% | $84,808+4.5% |
| Participation rate | 90.4% | 70.4%+20.0pp | 74.6%+15.9pp | 68.3%+22.1pp |
| Annual return | 19.59% | 20.40%-0.8pp | 90.06%-70.5pp | 40.90%-21.3pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,977 | $3,972-25.0% | $4,953-39.9% | $4,212-29.3% |
| Admin fee / account holder | $7,350 | $10,091-27.2% | $11,989-38.7% | $7,344+0.1% |