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 8-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 | $45,016 | $51,638-12.8% | $68,368-34.2% | $82,448-45.4% |
| Participation rate | 94.2% | 63.6%+30.6pp | 73.8%+20.5pp | 68.1%+26.1pp |
| Annual return | 17.04% | 37.53%-20.5pp | 292.57%-275.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,502 | $2,914+123.2% | $4,123+57.7% | $4,139+57.1% |
| Admin fee / account holder | $1,567 | $4,643-66.2% | $5,150-69.6% | $7,234-78.3% |