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 | $60,001 | $94,625-36.6% | $116,228-48.4% | $84,808-29.3% |
| Participation rate | 88.9% | 70.4%+18.4pp | 74.6%+14.3pp | 68.3%+20.6pp |
| Annual return | 15.89% | 20.40%-4.5pp | 90.06%-74.2pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,700 | $3,972-32.0% | $4,953-45.5% | $4,212-35.9% |
| Admin fee / account holder | $2,267 | $10,091-77.5% | $11,989-81.1% | $7,344-69.1% |