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 | $40,171 | $54,762-26.6% | $90,281-55.5% | $72,985-45.0% |
| Participation rate | 85.0% | 65.1%+19.9pp | 73.3%+11.7pp | 69.5%+15.5pp |
| Annual return | 20.36% | 30.63%-10.3pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,394 | $2,887+52.2% | $3,885+13.1% | $3,607+21.8% |
| Admin fee / account holder | $4,632 | $3,972+16.6% | $5,351-13.4% | $5,124-9.6% |