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 | $67,776 | $63,764+6.3% | $81,930-17.3% | $79,858-15.1% |
| Participation rate | 92.5% | 67.5%+25.0pp | 72.0%+20.5pp | 69.6%+22.9pp |
| Annual return | 12.10% | 22.66%-10.6pp | 29.49%-17.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,968 | $2,780+6.7% | $7,107-58.2% | $3,740-20.6% |
| Admin fee / account holder | $1,184 | $4,426-73.3% | $5,158-77.1% | $5,306-77.7% |