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 5-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 | $29,649 | $57,016-48.0% | $84,966-65.1% | $80,856-63.3% |
| Participation rate | 91.2% | 56.3%+34.8pp | 67.5%+23.7pp | 67.6%+23.5pp |
| Annual return | 16.34% | 21.66%-5.3pp | 66.38%-50.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,497 | $3,110+334.0% | $4,519+198.6% | $4,296+214.2% |
| Admin fee / account holder | $5,000 | $4,980+0.4% | $6,149-18.7% | $6,918-27.7% |