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 | $42,696 | $73,981-42.3% | $105,722-59.6% | $62,891-32.1% |
| Participation rate | 92.0% | 71.7%+20.3pp | 78.9%+13.1pp | 69.3%+22.7pp |
| Annual return | 7.93% | 17.60%-9.7pp | 12.25%-4.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,802 | $4,038+18.9% | $5,326-9.8% | $3,203+49.9% |
| Admin fee / account holder | $2,183 | $5,976-63.5% | $8,308-73.7% | $4,296-49.2% |