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 | $39,386 | $72,277-45.5% | $101,248-61.1% | $79,858-50.7% |
| Participation rate | 94.3% | 68.5%+25.9pp | 75.8%+18.5pp | 69.6%+24.7pp |
| Annual return | 16.03% | 22.30%-6.3pp | 46.47%-30.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,438 | $3,282+65.7% | $4,370+24.4% | $3,740+45.4% |
| Admin fee / account holder | $4,842 | $4,400+10.0% | $5,945-18.6% | $5,306-8.7% |