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 | $24,201 | $70,475-65.7% | $100,516-75.9% | $79,858-69.7% |
| Participation rate | 93.1% | 73.7%+19.4pp | 79.4%+13.7pp | 69.6%+23.5pp |
| Annual return | 25.45% | 21.90%+3.6pp | 30.89%-5.4pp | 31.71%-6.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,041 | $5,181+55.2% | $6,270+28.2% | $3,740+115.0% |
| Admin fee / account holder | $4,556 | $4,478+1.7% | $8,081-43.6% | $5,306-14.1% |