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 | $33,665 | $71,050-52.6% | $93,606-64.0% | $80,856-58.4% |
| Participation rate | 80.9% | 60.4%+20.4pp | 68.7%+12.1pp | 67.6%+13.2pp |
| Annual return | 11.46% | 11.26%+0.2pp | 133.20%-121.7pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,103 | $4,034-47.9% | $4,411-52.3% | $4,296-51.0% |
| Admin fee / account holder | $1,210 | $6,945-82.6% | $8,285-85.4% | $6,918-82.5% |