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 | $69,647 | $95,803-27.3% | $113,168-38.5% | $84,808-17.9% |
| Participation rate | 94.0% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.7pp |
| Annual return | 28.37% | 25.00%+3.4pp | 24.27%+4.1pp | 40.90%-12.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $16,574 | $4,242+290.7% | $5,107+224.5% | $4,212+293.5% |
| Admin fee / account holder | $7,039 | $8,989-21.7% | $12,068-41.7% | $7,344-4.1% |