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 | $32,387 | $43,075-24.8% | $74,583-56.6% | $62,891-48.5% |
| Participation rate | 81.3% | 58.1%+23.2pp | 68.1%+13.1pp | 69.3%+11.9pp |
| Annual return | 7.70% | 17.50%-9.8pp | 20.47%-12.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,770 | $2,389-25.9% | $3,458-48.8% | $3,203-44.7% |
| Admin fee / account holder | $1,620 | $2,840-42.9% | $4,138-60.8% | $4,296-62.3% |