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 | $40,143 | $93,071-56.9% | $74,583-46.2% | $273,961-85.3% |
| Participation rate | 82.6% | 74.9%+7.7pp | 68.1%+14.5pp | 83.0%-0.4pp |
| Annual return | 8.75% | 26.18%-17.4pp | 20.47%-11.7pp | 41.45%-32.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,991 | $4,160+44.0% | $3,458+73.3% | $5,287+13.3% |
| Admin fee / account holder | $4,908 | $5,272-6.9% | $4,138+18.6% | $10,132-51.6% |