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 | $52,345 | $76,552-31.6% | $123,892-57.7% | $62,891-16.8% |
| Participation rate | 78.4% | 73.0%+5.4pp | 81.4%-3.0pp | 69.3%+9.1pp |
| Annual return | 6.40% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,757 | $4,840-43.0% | $5,984-53.9% | $3,203-13.9% |
| Admin fee / account holder | $1,211 | $4,826-74.9% | $8,357-85.5% | $4,296-71.8% |