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 | $72,305 | $67,411+7.3% | $91,001-20.5% | $70,131+3.1% |
| Participation rate | 89.7% | 71.4%+18.3pp | 75.6%+14.1pp | 69.5%+20.2pp |
| Annual return | 19.95% | -40.16%+60.1pp | 4.60%+15.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,009 | $2,823+42.0% | $3,547+13.0% | $3,332+20.3% |
| Admin fee / account holder | $1,036 | $4,236-75.6% | $5,417-80.9% | $4,645-77.7% |