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 | $46,286 | $59,839-22.6% | $81,983-43.5% | $79,858-42.0% |
| Participation rate | 77.0% | 61.6%+15.4pp | 69.2%+7.8pp | 69.6%+7.4pp |
| Annual return | 23.89% | 17.56%+6.3pp | 41.31%-17.4pp | 31.71%-7.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,383 | $2,695+25.5% | $3,722-9.1% | $3,740-9.5% |
| Admin fee / account holder | $2,058 | $4,287-52.0% | $5,664-63.7% | $5,306-61.2% |