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 | $73,787-47.6% | $98,716-60.9% | $82,448-53.1% |
| Participation rate | 78.8% | 61.4%+17.4pp | 69.3%+9.5pp | 68.1%+10.7pp |
| Annual return | 12.61% | 18.57%-6.0pp | 31.81%-19.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,339 | $3,081+8.4% | $4,048-17.5% | $4,139-19.3% |
| Admin fee / account holder | $8,138 | $6,500+25.2% | $8,703-6.5% | $7,234+12.5% |