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 | $49,151 | $80,673-39.1% | $101,326-51.5% | $84,808-42.0% |
| Participation rate | 79.6% | 77.8%+1.8pp | 81.5%-1.9pp | 68.3%+11.3pp |
| Annual return | 76.46% | 38.95%+37.5pp | 36.82%+39.6pp | 40.90%+35.6pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,613 | $6,840+69.8% | $7,994+45.3% | $4,212+175.7% |
| Admin fee / account holder | $5,096 | $12,784-60.1% | $11,185-54.4% | $7,344-30.6% |