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 | $57,300 | $78,705-27.2% | $117,854-51.4% | $70,131-18.3% |
| Participation rate | 94.8% | 73.2%+21.6pp | 79.7%+15.2pp | 69.5%+25.3pp |
| Annual return | 17.06% | 23.30%-6.2pp | 335.08%-318.0pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,930 | $3,297+19.2% | $4,482-12.3% | $3,332+18.0% |
| Admin fee / account holder | $9,353 | $5,065+84.6% | $8,020+16.6% | $4,645+101.3% |