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 | $29,806 | $68,719-56.6% | $91,541-67.4% | $84,808-64.9% |
| Participation rate | 89.6% | 64.5%+25.0pp | 69.8%+19.8pp | 68.3%+21.2pp |
| Annual return | 14.90% | 19.12%-4.2pp | 20.50%-5.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,806 | $3,136+85.2% | $4,008+44.9% | $4,212+37.9% |
| Admin fee / account holder | $4,514 | $5,786-22.0% | $6,956-35.1% | $7,344-38.5% |