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 6-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 | $46,578 | $90,745-48.7% | $130,231-64.2% | $75,163-38.0% |
| Participation rate | 75.0% | 71.1%+3.9pp | 76.3%-1.3pp | 67.2%+7.8pp |
| Annual return | 26.27% | 34.45%-8.2pp | 38.77%-12.5pp | 160.62%-134.3pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,918 | $5,362+47.7% | $6,799+16.5% | $4,125+91.9% |
| Admin fee / account holder | $1,182 | $6,331-81.3% | $6,020-80.4% | $5,651-79.1% |