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 | $46,692 | $77,503-39.8% | $100,391-53.5% | $80,856-42.3% |
| Participation rate | 74.1% | 76.9%-2.9pp | 81.5%-7.4pp | 67.6%+6.4pp |
| Annual return | 12.77% | 37.20%-24.4pp | 49.20%-36.4pp | 35.59%-22.8pp |
| Employer contribution / active EE | $104 | $2,801-96.3% | $3,942-97.4% | $2,755-96.2% |
| Participant deferral / active EE | $5,816 | $6,820-14.7% | $8,082-28.0% | $4,296+35.4% |
| Admin fee / account holder | $3,817 | $5,897-35.3% | $7,899-51.7% | $6,918-44.8% |