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 | $35,374 | $58,828-39.9% | $77,999-54.6% | $62,891-43.8% |
| Participation rate | 80.6% | 71.1%+9.6pp | 75.5%+5.1pp | 69.3%+11.3pp |
| Annual return | 7.57% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,576 | $2,686-4.1% | $3,497-26.3% | $3,203-19.6% |
| Admin fee / account holder | $4,255 | $4,393-3.1% | $5,480-22.4% | $4,296-0.9% |