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 | $25,169 | $59,839-57.9% | $81,983-69.3% | $79,858-68.5% |
| Participation rate | 90.0% | 61.6%+28.4pp | 69.2%+20.8pp | 69.6%+20.4pp |
| Annual return | 15.58% | 17.56%-2.0pp | 41.31%-25.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,585 | $2,695+70.1% | $3,722+23.2% | $3,740+22.6% |
| Admin fee / account holder | $1,960 | $4,287-54.3% | $5,664-65.4% | $5,306-63.1% |