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 | $56,458 | $106,584-47.0% | $101,326-44.3% | $142,382-60.3% |
| Participation rate | 93.8% | 82.7%+11.1pp | 81.5%+12.3pp | 80.1%+13.6pp |
| Annual return | 21.39% | 36.93%-15.5pp | 36.82%-15.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,603 | $8,297+88.0% | $7,994+95.2% | $6,507+139.8% |
| Admin fee / account holder | $3,856 | $11,446-66.3% | $11,185-65.5% | $12,624-69.5% |