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 | $43,101 | $58,512-26.3% | $84,015-48.7% | $72,985-40.9% |
| Participation rate | 90.9% | 61.2%+29.7pp | 69.0%+21.9pp | 69.5%+21.4pp |
| Annual return | 20.41% | 28.93%-8.5pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,618 | $2,394-32.4% | $3,239-50.0% | $3,607-55.2% |
| Admin fee / account holder | $6,846 | $4,569+49.9% | $6,101+12.2% | $5,124+33.6% |