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 | $61,534 | $56,054+9.8% | $171,082-64.0% | $62,891-2.2% |
| Participation rate | 73.3% | 62.9%+10.5pp | 76.7%-3.4pp | 69.3%+4.0pp |
| Annual return | 7.49% | 22.52%-15.0pp | 32.56%-25.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,789 | $3,158+20.0% | $4,797-21.0% | $3,203+18.3% |
| Admin fee / account holder | $7,065 | $3,647+93.7% | $8,520-17.1% | $4,296+64.5% |