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 | $74,155 | $116,175-36.2% | $93,606-20.8% | $152,861-51.5% |
| Participation rate | 82.4% | 78.0%+4.3pp | 75.8%+6.5pp | 82.4%-0.1pp |
| Annual return | 15.50% | 35.96%-20.5pp | 32.76%-17.3pp | 345.32%-329.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,599 | $4,603-65.3% | $4,069-60.7% | $5,850-72.7% |
| Admin fee / account holder | $4,223 | $10,748-60.7% | $7,888-46.5% | $11,596-63.6% |