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 | $59,981 | $54,541+10.0% | $78,778-23.9% | $70,131-14.5% |
| Participation rate | 84.4% | 60.8%+23.6pp | 69.2%+15.2pp | 69.5%+14.8pp |
| Annual return | 18.05% | 21.07%-3.0pp | 35.62%-17.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,539 | $2,210+60.1% | $2,958+19.6% | $3,332+6.2% |
| Admin fee / account holder | $3,806 | $3,709+2.6% | $5,134-25.9% | $4,645-18.1% |