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 | $43,705 | $80,673-45.8% | $101,326-56.9% | $84,808-48.5% |
| Participation rate | 90.0% | 77.8%+12.2pp | 81.5%+8.5pp | 68.3%+21.7pp |
| Annual return | 20.74% | 38.95%-18.2pp | 36.82%-16.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,784 | $6,840+101.5% | $7,994+72.4% | $4,212+227.3% |
| Admin fee / account holder | $9,575 | $12,784-25.1% | $11,185-14.4% | $7,344+30.4% |