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 | $50,400 | $72,492-30.5% | $87,100-42.1% | $72,985-30.9% |
| Participation rate | 83.8% | 72.8%+11.0pp | 76.9%+6.9pp | 69.5%+14.3pp |
| Annual return | 19.81% | 24.46%-4.6pp | 28.19%-8.4pp | 81.00%-61.2pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,238 | $3,270-31.5% | $4,049-44.7% | $3,607-38.0% |
| Admin fee / account holder | $1,451 | $5,055-71.3% | $7,497-80.6% | $5,124-71.7% |