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 | $55,545 | $64,348-13.7% | $90,160-38.4% | $70,131-20.8% |
| Participation rate | 77.5% | 70.4%+7.0pp | 76.9%+0.6pp | 69.5%+7.9pp |
| Annual return | 19.29% | 28.13%-8.8pp | 34.88%-15.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,159 | $4,389+108.7% | $5,288+73.2% | $3,332+174.9% |
| Admin fee / account holder | $5,033 | $3,944+27.6% | $5,943-15.3% | $4,645+8.3% |