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 | $43,308 | $78,422-44.8% | $95,952-54.9% | $79,858-45.8% |
| Participation rate | 88.7% | 73.5%+15.2pp | 77.1%+11.6pp | 69.6%+19.1pp |
| Annual return | 10.09% | 19.37%-9.3pp | 91.61%-81.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,000 | $3,440-12.8% | $4,167-28.0% | $3,740-19.8% |
| Admin fee / account holder | $2,154 | $5,622-61.7% | $6,795-68.3% | $5,306-59.4% |