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 | $33,299 | $53,127-37.3% | $86,590-61.5% | $70,131-52.5% |
| Participation rate | 91.4% | 65.3%+26.1pp | 73.5%+17.9pp | 69.5%+21.9pp |
| Annual return | 13.30% | 27.66%-14.4pp | 964.84%-951.5pp | 73.14%-59.8pp |
| Employer contribution / active EE | $149 | $2,068-92.8% | $2,839-94.8% | $2,342-93.6% |
| Participant deferral / active EE | $2,519 | $2,696-6.5% | $3,609-30.2% | $3,332-24.4% |
| Admin fee / account holder | $6,142 | $3,585+71.3% | $4,906+25.2% | $4,645+32.2% |