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 5-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 | $45,444 | $146,267-68.9% | $197,124-76.9% | $82,448-44.9% |
| Participation rate | 87.7% | 84.0%+3.7pp | 86.7%+1.0pp | 68.1%+19.6pp |
| Annual return | 27.94% | 29.61%-1.7pp | 44.34%-16.4pp | 41.64%-13.7pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,306 | $7,035+46.5% | $9,135+12.8% | $4,139+149.0% |
| Admin fee / account holder | $9,007 | $14,422-37.5% | $16,298-44.7% | $7,234+24.5% |