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 | $20,603 | $63,355-67.5% | $91,989-77.6% | $72,985-71.8% |
| Participation rate | 89.7% | 72.5%+17.1pp | 78.6%+11.0pp | 69.5%+20.2pp |
| Annual return | 43.57% | 35.35%+8.2pp | 69.02%-25.5pp | 81.00%-37.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,718 | $4,883+58.1% | $5,923+30.3% | $3,607+113.9% |
| Admin fee / account holder | $1,104 | $4,668-76.3% | $7,743-85.7% | $5,124-78.5% |