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 6-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 | $46,412 | $86,929-46.6% | $102,423-54.7% | $80,856-42.6% |
| Participation rate | 71.4% | 72.4%-0.9pp | 76.5%-5.1pp | 67.6%+3.8pp |
| Annual return | 98.33% | 18.88%+79.4pp | 29.32%+69.0pp | 35.59%+62.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,868 | $4,118+18.2% | $5,053-3.7% | $4,296+13.3% |
| Admin fee / account holder | $4,273 | $8,049-46.9% | $9,451-54.8% | $6,918-38.2% |