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 | $74,856 | $67,411+11.0% | $91,001-17.7% | $70,131+6.7% |
| Participation rate | 94.6% | 71.4%+23.3pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 12.54% | -40.16%+52.7pp | 4.60%+7.9pp | 73.14%-60.6pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,477 | $2,823+58.6% | $3,547+26.2% | $3,332+34.4% |
| Admin fee / account holder | $9,271 | $4,236+118.8% | $5,417+71.1% | $4,645+99.6% |