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 | $58,834 | $93,571-37.1% | $135,903-56.7% | $75,163-21.7% |
| Participation rate | 92.6% | 75.2%+17.5pp | 81.9%+10.7pp | 67.2%+25.5pp |
| Annual return | 21.18% | 30.90%-9.7pp | 68.23%-47.1pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,716 | $6,404+4.9% | $7,758-13.4% | $4,125+62.8% |
| Admin fee / account holder | $2,456 | $6,975-64.8% | $10,762-77.2% | $5,651-56.5% |