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 | $14,241 | $45,035-68.4% | $62,995-77.4% | $70,131-79.7% |
| Participation rate | 96.8% | 69.5%+27.2pp | 74.8%+22.0pp | 69.5%+27.2pp |
| Annual return | 15.65% | 18.76%-3.1pp | 87.57%-71.9pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,027 | $2,465+63.4% | $3,329+21.0% | $3,332+20.9% |
| Admin fee / account holder | $3,516 | $2,834+24.0% | $3,600-2.3% | $4,645-24.3% |