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 5-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 | $41,227 | $78,520-47.5% | $96,576-57.3% | $82,448-50.0% |
| Participation rate | 95.7% | 77.7%+18.0pp | 81.4%+14.3pp | 68.1%+27.7pp |
| Annual return | 45.78% | 41.30%+4.5pp | 38.47%+7.3pp | 41.64%+4.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $13,829 | $6,754+104.7% | $7,956+73.8% | $4,139+234.1% |
| Admin fee / account holder | $3,525 | $13,455-73.8% | $11,381-69.0% | $7,234-51.3% |