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 | $41,958 | $83,477-49.7% | $125,175-66.5% | $72,985-42.5% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 22.89% | 25.78%-2.9pp | 43.79%-20.9pp | 81.00%-58.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,953 | $3,585-45.5% | $4,937-60.4% | $3,607-45.9% |
| Admin fee / account holder | $2,866 | $5,517-48.1% | $9,702-70.5% | $5,124-44.1% |