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 | $38,632 | $74,927-48.4% | $101,794-62.0% | $84,808-54.4% |
| Participation rate | 78.8% | 61.4%+17.4pp | 69.2%+9.6pp | 68.3%+10.5pp |
| Annual return | 12.61% | 18.70%-6.1pp | 30.53%-17.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,339 | $3,099+7.8% | $4,084-18.2% | $4,212-20.7% |
| Admin fee / account holder | $8,138 | $6,514+24.9% | $8,777-7.3% | $7,344+10.8% |