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 | $38,434 | $68,719-44.1% | $91,541-58.0% | $84,808-54.7% |
| Participation rate | 95.0% | 64.5%+30.5pp | 69.8%+25.2pp | 68.3%+26.7pp |
| Annual return | 20.31% | 19.12%+1.2pp | 20.50%-0.2pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,128 | $3,136+318.7% | $4,008+227.6% | $4,212+211.7% |
| Admin fee / account holder | $3,594 | $5,786-37.9% | $6,956-48.3% | $7,344-51.1% |