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 | $58,674 | $61,605-4.8% | $112,229-47.7% | $75,163-21.9% |
| Participation rate | 96.4% | 61.7%+34.7pp | 72.4%+24.0pp | 67.2%+29.2pp |
| Annual return | 15.83% | 28.47%-12.6pp | 30.20%-14.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,217 | $3,108+100.0% | $4,798+29.6% | $4,125+50.7% |
| Admin fee / account holder | $7,117 | $4,862+46.4% | $7,748-8.1% | $5,651+25.9% |