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 | $35,966 | $54,541-34.1% | $78,778-54.3% | $70,131-48.7% |
| Participation rate | 76.8% | 60.8%+16.0pp | 69.2%+7.6pp | 69.5%+7.3pp |
| Annual return | 14.81% | 21.07%-6.3pp | 35.62%-20.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,653 | $2,210+20.0% | $2,958-10.3% | $3,332-20.4% |
| Admin fee / account holder | $11,862 | $3,709+219.9% | $5,134+131.1% | $4,645+155.4% |