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 | $48,723 | $53,822-9.5% | $75,696-35.6% | $85,850-43.2% |
| Participation rate | 97.8% | 69.1%+28.7pp | 74.8%+22.9pp | 69.3%+28.5pp |
| Annual return | 24.96% | 24.54%+0.4pp | 104.53%-79.6pp | 318.53%-293.6pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,682 | $2,895-41.9% | $3,821-56.0% | $3,952-57.4% |
| Admin fee / account holder | $3,151 | $3,343-5.7% | $3,619-12.9% | $6,260-49.7% |