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 | $47,744 | $58,523-18.4% | $99,443-52.0% | $72,985-34.6% |
| Participation rate | 80.0% | 64.6%+15.4pp | 73.8%+6.2pp | 69.5%+10.5pp |
| Annual return | 23.49% | 28.51%-5.0pp | 30.72%-7.2pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,418 | $2,606-45.6% | $3,619-60.8% | $3,607-60.7% |
| Admin fee / account holder | $6,041 | $4,102+47.3% | $6,250-3.3% | $5,124+17.9% |