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 | $32,296 | $58,208-44.5% | $81,812-60.5% | $80,856-60.1% |
| Participation rate | 92.9% | 63.4%+29.4pp | 72.3%+20.5pp | 67.6%+25.2pp |
| Annual return | 12.41% | 41.66%-29.3pp | 773.79%-761.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,677 | $3,281+12.1% | $4,319-14.9% | $4,296-14.4% |
| Admin fee / account holder | $2,684 | $4,981-46.1% | $7,386-63.7% | $6,918-61.2% |