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 | $27,519 | $80,717-65.9% | $154,803-82.2% | $84,808-67.6% |
| Participation rate | 87.9% | 66.8%+21.1pp | 78.1%+9.8pp | 68.3%+19.6pp |
| Annual return | 19.82% | 37.96%-18.1pp | 58.88%-39.1pp | 40.90%-21.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,644 | $3,303+101.1% | $5,540+19.9% | $4,212+57.7% |
| Admin fee / account holder | $406 | $6,746-94.0% | $14,329-97.2% | $7,344-94.5% |