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 | $28,357 | $80,673-64.8% | $101,326-72.0% | $84,808-66.6% |
| Participation rate | 90.6% | 77.8%+12.8pp | 81.5%+9.1pp | 68.3%+22.3pp |
| Annual return | 17.86% | 38.95%-21.1pp | 36.82%-19.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,408 | $6,840+81.4% | $7,994+55.2% | $4,212+194.6% |
| Admin fee / account holder | $14,095 | $12,784+10.3% | $11,185+26.0% | $7,344+91.9% |