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 | $62,058 | $102,245-39.3% | $89,340-30.5% | $137,256-54.8% |
| Participation rate | 71.4% | 74.9%-3.5pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 20.55% | 21.89%-1.3pp | 20.57%0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $2,231-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,868 | $4,436+77.4% | $3,823+105.8% | $6,407+22.8% |
| Admin fee / account holder | $6,639 | $8,085-17.9% | $6,704-1.0% | $12,270-45.9% |