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 | $41,005 | $64,480-36.4% | $81,382-49.6% | $80,856-49.3% |
| Participation rate | 73.6% | 63.9%+9.7pp | 69.5%+4.1pp | 67.6%+6.0pp |
| Annual return | 10.38% | 16.34%-6.0pp | 24.73%-14.4pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,996 | $3,094+29.2% | $3,883+2.9% | $4,296-7.0% |
| Admin fee / account holder | $6,542 | $5,671+15.4% | $5,768+13.4% | $6,918-5.4% |