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 | $56,788 | $53,127+6.9% | $86,590-34.4% | $70,131-19.0% |
| Participation rate | 94.0% | 65.3%+28.7pp | 73.5%+20.5pp | 69.5%+24.5pp |
| Annual return | 17.25% | 27.66%-10.4pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,380 | $2,696+25.4% | $3,609-6.3% | $3,332+1.5% |
| Admin fee / account holder | $4,143 | $3,585+15.6% | $4,906-15.5% | $4,645-10.8% |