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 | $32,627 | $45,073-27.6% | $69,455-53.0% | $72,985-55.3% |
| Participation rate | 94.3% | 68.5%+25.8pp | 74.6%+19.7pp | 69.5%+24.8pp |
| Annual return | 11.55% | 22.65%-11.1pp | 28.97%-17.4pp | 81.00%-69.5pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,981 | $2,602-23.8% | $3,535-44.0% | $3,607-45.1% |
| Admin fee / account holder | $890 | $3,056-70.9% | $3,839-76.8% | $5,124-82.6% |