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 | $69,917 | $63,764+9.6% | $81,930-14.7% | $79,858-12.4% |
| Participation rate | 83.3% | 67.5%+15.8pp | 72.0%+11.3pp | 69.6%+13.7pp |
| Annual return | 13.82% | 22.66%-8.8pp | 29.49%-15.7pp | 31.71%-17.9pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,758 | $2,780+71.1% | $7,107-33.0% | $3,740+27.2% |
| Admin fee / account holder | $795 | $4,426-82.0% | $5,158-84.6% | $5,306-85.0% |