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 | $26,705 | $54,541-51.0% | $78,778-66.1% | $70,131-61.9% |
| Participation rate | 73.7% | 60.8%+12.9pp | 69.2%+4.5pp | 69.5%+4.1pp |
| Annual return | 18.82% | 21.07%-2.2pp | 35.62%-16.8pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,825 | $2,210-17.4% | $2,958-38.3% | $3,332-45.2% |
| Admin fee / account holder | $1,400 | $3,709-62.3% | $5,134-72.7% | $4,645-69.9% |