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 | $49,311 | $60,022-17.8% | $88,946-44.6% | $84,808-41.9% |
| Participation rate | 94.7% | 57.8%+36.9pp | 68.8%+25.9pp | 68.3%+26.4pp |
| Annual return | 18.45% | 22.43%-4.0pp | 57.82%-39.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,630 | $3,114+209.3% | $4,581+110.2% | $4,212+128.7% |
| Admin fee / account holder | $2,370 | $4,811-50.7% | $8,261-71.3% | $7,344-67.7% |