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 | $33,981 | $54,541-37.7% | $78,778-56.9% | $70,131-51.5% |
| Participation rate | 96.0% | 60.8%+35.2pp | 69.2%+26.8pp | 69.5%+26.5pp |
| Annual return | 14.08% | 21.07%-7.0pp | 35.62%-21.5pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,543 | $2,210-30.2% | $2,958-47.8% | $3,332-53.7% |
| Admin fee / account holder | $9,554 | $3,709+157.6% | $5,134+86.1% | $4,645+105.7% |