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 | $78,791 | $124,425-36.7% | $112,040-29.7% | $137,256-42.6% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 11.12% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,131 | $5,718-45.2% | $5,098-38.6% | $6,407-51.1% |
| Admin fee / account holder | $1,971 | $15,207-87.0% | $12,098-83.7% | $12,270-83.9% |