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 | $46,015 | $92,798-50.4% | $96,707-52.4% | $137,256-66.5% |
| Participation rate | 83.3% | 81.6%+1.7pp | 80.4%+3.0pp | 80.0%+3.4pp |
| Annual return | 18.65% | 31.24%-12.6pp | 34.78%-16.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $15,735 | $5,877+167.8% | $5,997+162.4% | $6,407+145.6% |
| Admin fee / account holder | $10,421 | $7,946+31.2% | $7,503+38.9% | $12,270-15.1% |