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 | $42,844 | $96,557-55.6% | $80,975-47.1% | $273,961-84.4% |
| Participation rate | 94.7% | 79.1%+15.7pp | 75.8%+18.9pp | 83.0%+11.7pp |
| Annual return | 8.00% | 15.14%-7.1pp | 17.10%-9.1pp | 41.45%-33.4pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,030 | $6,598-69.2% | $5,696-64.4% | $5,287-61.6% |
| Admin fee / account holder | $1,435 | $7,492-80.8% | $5,516-74.0% | $10,132-85.8% |