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 | $39,503 | $77,899-49.3% | $149,673-73.6% | $75,163-47.4% |
| Participation rate | 84.0% | 65.6%+18.4pp | 78.8%+5.2pp | 67.2%+16.8pp |
| Annual return | 18.30% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,534 | $3,411+3.6% | $5,680-37.8% | $4,125-14.3% |
| Admin fee / account holder | $2,409 | $5,956-59.6% | $13,210-81.8% | $5,651-57.4% |