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 | $81,977 | $94,625-13.4% | $116,228-29.5% | $84,808-3.3% |
| Participation rate | 72.4% | 70.4%+1.9pp | 74.6%-2.2pp | 68.3%+4.1pp |
| Annual return | 13.86% | 20.40%-6.5pp | 90.06%-76.2pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,063 | $3,972-22.9% | $4,953-38.2% | $4,212-27.3% |
| Admin fee / account holder | $18,296 | $10,091+81.3% | $11,989+52.6% | $7,344+149.1% |