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 | $59,221 | $53,018+11.7% | $70,014-15.4% | $62,891-5.8% |
| Participation rate | 76.9% | 67.2%+9.7pp | 71.8%+5.1pp | 69.3%+7.6pp |
| Annual return | 6.49% | 13.35%-6.9pp | 12.99%-6.5pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,832 | $2,395-23.5% | $2,931-37.5% | $3,203-42.8% |
| Admin fee / account holder | $2,513 | $3,690-31.9% | $4,380-42.6% | $4,296-41.5% |