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 7-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 | $46,771 | $39,122+19.6% | $57,179-18.2% | $62,891-25.6% |
| Participation rate | 89.3% | 70.5%+18.8pp | 75.3%+13.9pp | 69.3%+20.0pp |
| Annual return | 5.84% | 9.23%-3.4pp | 14.59%-8.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,965 | $2,374+24.9% | $3,096-4.2% | $3,203-7.4% |
| Admin fee / account holder | $4,407 | $2,592+70.0% | $3,139+40.4% | $4,296+2.6% |