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 8-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 | $41,417 | $95,803-56.8% | $113,168-63.4% | $84,808-51.2% |
| Participation rate | 70.7% | 72.9%-2.1pp | 76.6%-5.8pp | 68.3%+2.4pp |
| Annual return | 19.42% | 25.00%-5.6pp | 24.27%-4.8pp | 40.90%-21.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,327 | $4,242+96.3% | $5,107+63.1% | $4,212+97.7% |
| Admin fee / account holder | $5,894 | $8,989-34.4% | $12,068-51.2% | $7,344-19.7% |