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 | $48,504 | $60,022-19.2% | $88,946-45.5% | $84,808-42.8% |
| Participation rate | 71.4% | 57.8%+13.6pp | 68.8%+2.6pp | 68.3%+3.1pp |
| Annual return | 17.42% | 22.43%-5.0pp | 57.82%-40.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,852 | $3,114-8.4% | $4,581-37.7% | $4,212-32.3% |
| Admin fee / account holder | $6,212 | $4,811+29.1% | $8,261-24.8% | $7,344-15.4% |