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 3-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 | $34,362 | $94,625-63.7% | $116,228-70.4% | $84,808-59.5% |
| Participation rate | 79.2% | 70.4%+8.8pp | 74.6%+4.7pp | 68.3%+10.9pp |
| Annual return | 16.30% | 20.40%-4.1pp | 90.06%-73.8pp | 40.90%-24.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,522 | $3,972-36.5% | $4,953-49.1% | $4,212-40.1% |
| Admin fee / account holder | $1,590 | $10,091-84.2% | $11,989-86.7% | $7,344-78.4% |