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 | $53,000 | $81,460-34.9% | $103,333-48.7% | $80,856-34.5% |
| Participation rate | 93.0% | 66.8%+26.1pp | 74.5%+18.5pp | 67.6%+25.3pp |
| Annual return | 14.60% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,946 | $3,869+53.7% | $5,057+17.6% | $4,296+38.4% |
| Admin fee / account holder | $3,184 | $6,566-51.5% | $8,355-61.9% | $6,918-54.0% |