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 | $60,762 | $76,552-20.6% | $123,892-51.0% | $62,891-3.4% |
| Participation rate | 92.6% | 73.0%+19.6pp | 81.4%+11.2pp | 69.3%+23.3pp |
| Annual return | 7.03% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,385 | $4,840+11.3% | $5,984-10.0% | $3,203+68.1% |
| Admin fee / account holder | $744 | $4,826-84.6% | $8,357-91.1% | $4,296-82.7% |