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 | $41,025 | $72,492-43.4% | $87,100-52.9% | $72,985-43.8% |
| Participation rate | 88.5% | 72.8%+15.7pp | 76.9%+11.6pp | 69.5%+19.0pp |
| Annual return | 26.04% | 24.46%+1.6pp | 28.19%-2.2pp | 81.00%-55.0pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,559 | $3,270-52.3% | $4,049-61.5% | $3,607-56.8% |
| Admin fee / account holder | $2,050 | $5,055-59.5% | $7,497-72.7% | $5,124-60.0% |