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 | $47,312 | $56,277-15.9% | $80,975-41.6% | $62,891-24.8% |
| Participation rate | 70.8% | 69.0%+1.8pp | 75.8%-5.0pp | 69.3%+1.5pp |
| Annual return | 33.23% | 22.12%+11.1pp | 17.10%+16.1pp | 20.14%+13.1pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $9,454 | $4,195+125.4% | $5,696+66.0% | $3,203+195.2% |
| Admin fee / account holder | $5,103 | $3,741+36.4% | $5,516-7.5% | $4,296+18.8% |