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 | $75,551 | $57,016+32.5% | $84,966-11.1% | $80,856-6.6% |
| Participation rate | 83.3% | 56.3%+27.0pp | 67.5%+15.8pp | 67.6%+15.7pp |
| Annual return | 13.75% | 21.66%-7.9pp | 66.38%-52.6pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,329 | $3,110+7.0% | $4,519-26.3% | $4,296-22.5% |
| Admin fee / account holder | $9,883 | $4,980+98.4% | $6,149+60.7% | $6,918+42.9% |