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 | $67,787 | $78,422-13.6% | $95,952-29.4% | $79,858-15.1% |
| Participation rate | 87.2% | 73.5%+13.7pp | 77.1%+10.2pp | 69.6%+17.6pp |
| Annual return | 18.95% | 19.37%-0.4pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,614 | $3,440-24.0% | $4,167-37.3% | $3,740-30.1% |
| Admin fee / account holder | $2,005 | $5,622-64.3% | $6,795-70.5% | $5,306-62.2% |