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 10-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 | $84,293 | $74,927+12.5% | $101,794-17.2% | $84,808-0.6% |
| Participation rate | 75.9% | 61.4%+14.5pp | 69.2%+6.7pp | 68.3%+7.6pp |
| Annual return | 14.33% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,677 | $3,099-13.6% | $4,084-34.5% | $4,212-36.4% |
| Admin fee / account holder | $1,639 | $6,514-74.8% | $8,777-81.3% | $7,344-77.7% |