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 | $51,951 | $45,035+15.4% | $62,995-17.5% | $70,131-25.9% |
| Participation rate | 89.7% | 69.5%+20.1pp | 74.8%+14.8pp | 69.5%+20.1pp |
| Annual return | 12.36% | 18.76%-6.4pp | 87.57%-75.2pp | 73.14%-60.8pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,205 | $2,465+30.0% | $3,329-3.7% | $3,332-3.8% |
| Admin fee / account holder | $1,442 | $2,834-49.1% | $3,600-59.9% | $4,645-69.0% |