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 | $21,707 | $58,512-62.9% | $84,015-74.2% | $72,985-70.3% |
| Participation rate | 80.9% | 61.2%+19.7pp | 69.0%+11.9pp | 69.5%+11.4pp |
| Annual return | 19.94% | 28.93%-9.0pp | 71.31%-51.4pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,048 | $2,394-14.5% | $3,239-36.8% | $3,607-43.2% |
| Admin fee / account holder | $2,580 | $4,569-43.5% | $6,101-57.7% | $5,124-49.7% |