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 | $70,209 | $96,557-27.3% | $80,975-13.3% | $273,961-74.4% |
| Participation rate | 90.0% | 79.1%+10.9pp | 75.8%+14.2pp | 83.0%+7.0pp |
| Annual return | 7.77% | 15.14%-7.4pp | 17.10%-9.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,439 | $6,598-47.9% | $5,696-39.6% | $5,287-35.0% |
| Admin fee / account holder | $3,310 | $7,492-55.8% | $5,516-40.0% | $10,132-67.3% |