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 | $36,119 | $76,367-52.7% | $93,606-61.4% | $72,985-50.5% |
| Participation rate | 72.7% | 71.7%+1.0pp | 75.8%-3.1pp | 69.5%+3.2pp |
| Annual return | 19.57% | 25.82%-6.3pp | 32.76%-13.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,629 | $3,538-54.0% | $4,069-60.0% | $3,607-54.8% |
| Admin fee / account holder | $5,372 | $6,838-21.4% | $7,888-31.9% | $5,124+4.8% |