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 | $21,751 | $89,698-75.8% | $103,476-79.0% | $80,856-73.1% |
| Participation rate | 83.0% | 76.0%+7.1pp | 80.5%+2.5pp | 67.6%+15.4pp |
| Annual return | 32.29% | 22.78%+9.5pp | 23.90%+8.4pp | 35.59%-3.3pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,486 | $5,456+55.5% | $6,623+28.1% | $4,296+97.5% |
| Admin fee / account holder | $773 | $6,768-88.6% | $9,413-91.8% | $6,918-88.8% |