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 | $41,799 | $52,903-21.0% | $73,307-43.0% | $59,632-29.9% |
| Participation rate | 89.4% | 68.2%+21.1pp | 74.9%+14.4pp | 68.7%+20.7pp |
| Annual return | 8.25% | 12.20%-4.0pp | 5.67%+2.6pp | 2041.28%-2033.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,865 | $4,069+117.8% | $4,991+77.6% | $3,192+177.7% |
| Admin fee / account holder | $1,207 | $3,834-68.5% | $5,637-78.6% | $4,297-71.9% |