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 | $33,450 | $51,045-34.5% | $70,515-52.6% | $71,457-53.2% |
| Participation rate | 83.3% | 59.4%+23.9pp | 68.3%+15.0pp | 67.9%+15.4pp |
| Annual return | 21.28% | 42.63%-21.4pp | 32.77%-11.5pp | 28.85%-7.6pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,621 | $3,026+52.7% | $4,567+1.2% | $4,289+7.7% |
| Admin fee / account holder | $4,094 | $1,994+105.3% | $6,412-36.2% | $1,587+157.9% |