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 | $13,801 | $54,762-74.8% | $90,281-84.7% | $72,985-81.1% |
| Participation rate | 96.4% | 65.1%+31.3pp | 73.3%+23.2pp | 69.5%+26.9pp |
| Annual return | 23.70% | 30.63%-6.9pp | 78.10%-54.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,461 | $2,887-49.4% | $3,885-62.4% | $3,607-59.5% |
| Admin fee / account holder | $1,297 | $3,972-67.3% | $5,351-75.8% | $5,124-74.7% |