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 | $72,850 | $87,013-16.3% | $106,213-31.4% | $80,856-9.9% |
| Participation rate | 78.4% | 70.4%+7.9pp | 75.3%+3.1pp | 67.6%+10.7pp |
| Annual return | 11.05% | 17.05%-6.0pp | 116.14%-105.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $401 | $2,395-83.3% | $3,171-87.4% | $2,755-85.4% |
| Participant deferral / active EE | $2,507 | $3,986-37.1% | $5,016-50.0% | $4,296-41.6% |
| Admin fee / account holder | $19,096 | $8,431+126.5% | $11,033+73.1% | $6,918+176.0% |