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 | $35,410 | $76,367-53.6% | $93,606-62.2% | $72,985-51.5% |
| Participation rate | 78.8% | 71.7%+7.0pp | 75.8%+3.0pp | 69.5%+9.3pp |
| Annual return | 22.99% | 25.82%-2.8pp | 32.76%-9.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,542 | $3,538-56.4% | $4,069-62.1% | $3,607-57.2% |
| Admin fee / account holder | $2,416 | $6,838-64.7% | $7,888-69.4% | $5,124-52.8% |