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 | $53,327 | $71,050-24.9% | $93,606-43.0% | $80,856-34.0% |
| Participation rate | 94.7% | 60.4%+34.3pp | 68.7%+26.0pp | 67.6%+27.1pp |
| Annual return | 18.74% | 11.26%+7.5pp | 133.20%-114.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,561 | $4,034+62.7% | $4,411+48.7% | $4,296+52.7% |
| Admin fee / account holder | $5,286 | $6,945-23.9% | $8,285-36.2% | $6,918-23.6% |