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 | $37,726 | $77,503-51.3% | $100,391-62.4% | $80,856-53.3% |
| Participation rate | 91.7% | 76.9%+14.7pp | 81.5%+10.2pp | 67.6%+24.0pp |
| Annual return | 15.51% | 37.20%-21.7pp | 49.20%-33.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $16,439 | $6,820+141.0% | $8,082+103.4% | $4,296+282.7% |
| Admin fee / account holder | $4,820 | $5,897-18.3% | $7,899-39.0% | $6,918-30.3% |