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 5-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 | $56,831 | $57,541-1.2% | $95,745-40.6% | $75,163-24.4% |
| Participation rate | 73.0% | 62.5%+10.5pp | 72.3%+0.8pp | 67.2%+5.8pp |
| Annual return | 24.46% | 34.93%-10.5pp | 28.35%-3.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,062 | $3,074+32.1% | $4,245-4.3% | $4,125-1.5% |
| Admin fee / account holder | $6,813 | $4,099+66.2% | $5,678+20.0% | $5,651+20.6% |