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 | $40,243 | $66,098-39.1% | $101,794-60.5% | $74,304-45.8% |
| Participation rate | 77.6% | 53.8%+23.9pp | 69.2%+8.4pp | 60.3%+17.3pp |
| Annual return | 15.31% | 19.59%-4.3pp | 30.53%-15.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,594 | $2,781+29.2% | $4,084-12.0% | $3,767-4.6% |
| Admin fee / account holder | $2,946 | $4,146-28.9% | $8,777-66.4% | $2,969-0.8% |