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 | $32,992 | $39,122-15.7% | $57,179-42.3% | $62,891-47.5% |
| Participation rate | 96.2% | 70.5%+25.7pp | 75.3%+20.8pp | 69.3%+26.8pp |
| Annual return | 22.17% | 9.23%+12.9pp | 14.59%+7.6pp | 20.14%+2.0pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $11,698 | $2,374+392.8% | $3,096+277.8% | $3,203+265.2% |
| Admin fee / account holder | $1,603 | $2,592-38.1% | $3,139-48.9% | $4,296-62.7% |