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 | $51,906 | $80,717-35.7% | $154,803-66.5% | $84,808-38.8% |
| Participation rate | 88.2% | 66.8%+21.4pp | 78.1%+10.2pp | 68.3%+19.9pp |
| Annual return | 17.20% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,817 | $3,303-14.7% | $5,540-49.1% | $4,212-33.1% |
| Admin fee / account holder | $1,041 | $6,746-84.6% | $14,329-92.7% | $7,344-85.8% |