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 | $66,592 | $60,349+10.3% | $74,183-10.2% | $62,891+5.9% |
| Participation rate | 71.7% | 72.7%-1.0pp | 76.6%-4.9pp | 69.3%+2.4pp |
| Annual return | 7.42% | 21.37%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,566 | $2,856+94.9% | $3,550+56.8% | $3,203+73.8% |
| Admin fee / account holder | $1,985 | $4,261-53.4% | $5,586-64.5% | $4,296-53.8% |