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 | $85,809 | $78,520+9.3% | $96,576-11.1% | $82,448+4.1% |
| Participation rate | 94.3% | 77.7%+16.6pp | 81.4%+12.8pp | 68.1%+26.2pp |
| Annual return | 30.83% | 41.30%-10.5pp | 38.47%-7.6pp | 41.64%-10.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,958 | $6,754+91.9% | $7,956+62.9% | $4,139+213.1% |
| Admin fee / account holder | $6,951 | $13,455-48.3% | $11,381-38.9% | $7,234-3.9% |