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 | $23,543 | $58,512-59.8% | $84,015-72.0% | $72,985-67.7% |
| Participation rate | 71.0% | 61.2%+9.7pp | 69.0%+2.0pp | 69.5%+1.5pp |
| Annual return | 19.82% | 28.93%-9.1pp | 71.31%-51.5pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,896 | $2,394-20.8% | $3,239-41.5% | $3,607-47.4% |
| Admin fee / account holder | $1,860 | $4,569-59.3% | $6,101-69.5% | $5,124-63.7% |