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 9-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 | $20,851 | $48,076-56.6% | $78,689-73.5% | $62,891-66.8% |
| Participation rate | 96.6% | 65.2%+31.4pp | 73.6%+23.0pp | 69.3%+27.3pp |
| Annual return | 5.50% | 31.35%-25.9pp | 62.18%-56.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,619 | $2,588-37.4% | $3,517-54.0% | $3,203-49.4% |
| Admin fee / account holder | $3,275 | $3,207+2.1% | $4,510-27.4% | $4,296-23.7% |