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 | $66,016 | $123,793-46.7% | $177,821-62.9% | $79,858-17.3% |
| Participation rate | 72.2% | 84.7%-12.5pp | 87.7%-15.6pp | 69.6%+2.5pp |
| Annual return | 17.50% | 22.82%-5.3pp | 48.32%-30.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,034 | $4,095-74.7% | $5,918-82.5% | $2,471-58.1% |
| Participant deferral / active EE | $3,098 | $5,956-48.0% | $7,714-59.8% | $3,740-17.2% |
| Admin fee / account holder | $5,765 | $7,243-20.4% | $12,427-53.6% | $5,306+8.6% |