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 | $31,065 | $77,634-60.0% | $156,549-80.2% | $62,891-50.6% |
| Participation rate | 91.1% | 71.2%+19.9pp | 84.0%+7.1pp | 69.3%+21.8pp |
| Annual return | 8.56% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,451 | $3,045+13.3% | $4,871-29.2% | $3,203+7.7% |
| Admin fee / account holder | $6,430 | $5,561+15.6% | $13,027-50.6% | $4,296+49.7% |