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 | $28,013 | $61,660-54.6% | $80,019-65.0% | $64,186-56.4% |
| Participation rate | 85.3% | 71.7%+13.6pp | 75.8%+9.4pp | 69.6%+15.7pp |
| Annual return | 8.15% | -0.33%+8.5pp | 11.22%-3.1pp | 7.63%+0.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,484 | $2,968-50.0% | $3,686-59.7% | $3,470-57.2% |
| Admin fee / account holder | $1,856 | $5,417-65.7% | $6,521-71.5% | $4,888-62.0% |