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 | $67,769 | $78,422-13.6% | $95,952-29.4% | $79,858-15.1% |
| Participation rate | 87.7% | 73.5%+14.2pp | 77.1%+10.6pp | 69.6%+18.1pp |
| Annual return | 16.80% | 19.37%-2.6pp | 91.61%-74.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,393 | $3,440-30.4% | $4,167-42.6% | $3,740-36.0% |
| Admin fee / account holder | $9,784 | $5,622+74.0% | $6,795+44.0% | $5,306+84.4% |