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 | $18,068 | $77,899-76.8% | $149,673-87.9% | $75,163-76.0% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.5pp | 67.2%+26.0pp |
| Annual return | 14.45% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,675 | $3,411-21.6% | $5,680-52.9% | $4,125-35.1% |
| Admin fee / account holder | $7,010 | $5,956+17.7% | $13,210-46.9% | $5,651+24.0% |