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 3-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 | $22,296 | $80,673-72.4% | $101,326-78.0% | $84,808-73.7% |
| Participation rate | 86.0% | 77.8%+8.3pp | 81.5%+4.6pp | 68.3%+17.7pp |
| Annual return | 27.35% | 38.95%-11.6pp | 36.82%-9.5pp | 40.90%-13.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,212 | $6,840+5.4% | $7,994-9.8% | $4,212+71.2% |
| Admin fee / account holder | $1,718 | $12,784-86.6% | $11,185-84.6% | $7,344-76.6% |