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 | $63,205 | $65,365-3.3% | $92,893-32.0% | $72,985-13.4% |
| Participation rate | 84.8% | 68.3%+16.5pp | 76.0%+8.8pp | 69.5%+15.4pp |
| Annual return | 20.21% | 42.10%-21.9pp | 109.41%-89.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,556 | $3,128+45.6% | $4,236+7.5% | $3,607+26.3% |
| Admin fee / account holder | $1,768 | $4,251-58.4% | $5,794-69.5% | $5,124-65.5% |