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 | $77,613 | $81,248-4.5% | $155,509-50.1% | $80,856-4.0% |
| Participation rate | 85.5% | 66.2%+19.3pp | 78.2%+7.3pp | 67.6%+17.8pp |
| Annual return | 10.64% | 33.31%-22.7pp | 64.67%-54.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,922 | $3,452+42.6% | $5,626-12.5% | $4,296+14.6% |
| Admin fee / account holder | $1,690 | $7,997-78.9% | $15,912-89.4% | $6,918-75.6% |