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 | $62,035 | $57,590+7.7% | $86,233-28.1% | $82,448-24.8% |
| Participation rate | 83.1% | 57.9%+25.3pp | 69.0%+14.1pp | 68.1%+15.0pp |
| Annual return | 38.34% | 22.41%+15.9pp | 61.39%-23.0pp | 41.64%-3.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $11,128 | $3,080+261.3% | $4,559+144.1% | $4,139+168.8% |
| Admin fee / account holder | $3,987 | $4,730-15.7% | $8,342-52.2% | $7,234-44.9% |