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 | $37,217 | $76,407-51.3% | $150,298-75.2% | $82,448-54.9% |
| Participation rate | 93.8% | 66.4%+27.4pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 14.37% | 39.99%-25.6pp | 62.79%-48.4pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,283 | $3,214+2.1% | $5,453-39.8% | $4,139-20.7% |
| Admin fee / account holder | $11,210 | $6,352+76.5% | $14,116-20.6% | $7,234+54.9% |