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 | $46,073 | $70,475-34.6% | $100,516-54.2% | $79,858-42.3% |
| Participation rate | 80.0% | 73.7%+6.3pp | 79.4%+0.6pp | 69.6%+10.4pp |
| Annual return | 15.23% | 21.90%-6.7pp | 30.89%-15.7pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,317 | $5,181-55.3% | $6,270-63.0% | $3,740-38.1% |
| Admin fee / account holder | $10,699 | $4,478+138.9% | $8,081+32.4% | $5,306+101.6% |