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 | $55,228 | $58,828-6.1% | $77,999-29.2% | $62,891-12.2% |
| Participation rate | 79.5% | 71.1%+8.5pp | 75.5%+4.0pp | 69.3%+10.2pp |
| Annual return | 5.98% | 17.16%-11.2pp | 425.96%-420.0pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,354 | $2,686-12.3% | $3,497-32.7% | $3,203-26.5% |
| Admin fee / account holder | $7,284 | $4,393+65.8% | $5,480+32.9% | $4,296+69.6% |