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 | $49,876 | $73,933-32.5% | $96,683-48.4% | $75,163-33.6% |
| Participation rate | 89.3% | 66.4%+22.9pp | 74.3%+14.9pp | 67.2%+22.1pp |
| Annual return | 18.92% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,675 | $3,659+82.4% | $4,878+36.8% | $4,125+61.8% |
| Admin fee / account holder | $21,152 | $5,216+305.5% | $6,730+214.3% | $5,651+274.3% |