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 | $57,267 | $80,717-29.1% | $154,803-63.0% | $84,808-32.5% |
| Participation rate | 91.9% | 66.8%+25.1pp | 78.1%+13.8pp | 68.3%+23.6pp |
| Annual return | 14.88% | 37.96%-23.1pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,199 | $3,303+117.9% | $5,540+29.9% | $4,212+70.9% |
| Admin fee / account holder | $2,390 | $6,746-64.6% | $14,329-83.3% | $7,344-67.5% |