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 | $20,905 | $53,018-60.6% | $70,014-70.1% | $62,891-66.8% |
| Participation rate | 81.3% | 67.2%+14.0pp | 71.8%+9.4pp | 69.3%+11.9pp |
| Annual return | 15.93% | 13.35%+2.6pp | 12.99%+2.9pp | 20.14%-4.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,291 | $2,395-4.3% | $2,931-21.8% | $3,203-28.5% |
| Admin fee / account holder | $1,160 | $3,690-68.6% | $4,380-73.5% | $4,296-73.0% |