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 | $84,231 | $94,625-11.0% | $116,228-27.5% | $84,808-0.7% |
| Participation rate | 85.4% | 70.4%+14.9pp | 74.6%+10.8pp | 68.3%+17.1pp |
| Annual return | 14.34% | 20.40%-6.1pp | 90.06%-75.7pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,665 | $3,972-7.7% | $4,953-26.0% | $4,212-13.0% |
| Admin fee / account holder | $7,483 | $10,091-25.8% | $11,989-37.6% | $7,344+1.9% |