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 | $40,355 | $54,705-26.2% | $71,209-43.3% | $84,808-52.4% |
| Participation rate | 86.4% | 64.1%+22.3pp | 73.8%+12.6pp | 68.3%+18.1pp |
| Annual return | 15.38% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,267 | $3,030+7.8% | $4,175-21.8% | $4,212-22.4% |
| Admin fee / account holder | $14,215 | $4,863+192.3% | $5,349+165.8% | $7,344+93.6% |