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 | $24,740 | $163,101-84.8% | $136,749-81.9% | $142,382-82.6% |
| Participation rate | 76.2% | 78.2%-2.0pp | 72.1%+4.1pp | 80.1%-3.9pp |
| Annual return | 25.55% | 27.54%-2.0pp | 24.33%+1.2pp | 217.08%-191.5pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,921 | $5,585+23.9% | $4,692+47.5% | $6,507+6.4% |
| Admin fee / account holder | $10,898 | $14,318-23.9% | $11,386-4.3% | $12,624-13.7% |