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 | $30,978 | $57,065-45.7% | $75,670-59.1% | $70,131-55.8% |
| Participation rate | 85.2% | 68.1%+17.1pp | 72.3%+12.9pp | 69.5%+15.7pp |
| Annual return | 17.65% | 23.57%-5.9pp | 27.34%-9.7pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,027 | $2,580+17.3% | $3,142-3.7% | $3,332-9.2% |
| Admin fee / account holder | $3,497 | $3,825-8.6% | $5,800-39.7% | $4,645-24.7% |