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 | $28,461 | $79,944-64.4% | $98,439-71.1% | $75,163-62.1% |
| Participation rate | 96.8% | 70.4%+26.4pp | 75.2%+21.6pp | 67.2%+29.6pp |
| Annual return | 15.70% | 19.75%-4.1pp | 21.16%-5.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,745 | $3,752+53.1% | $4,738+21.3% | $4,125+39.3% |
| Admin fee / account holder | $4,150 | $6,840-39.3% | $8,948-53.6% | $5,651-26.6% |