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 | $62,664 | $74,927-16.4% | $101,794-38.4% | $84,808-26.1% |
| Participation rate | 79.2% | 61.4%+17.8pp | 69.2%+10.0pp | 68.3%+10.9pp |
| Annual return | 14.58% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,079 | $3,099-0.7% | $4,084-24.6% | $4,212-26.9% |
| Admin fee / account holder | $12,751 | $6,514+95.7% | $8,777+45.3% | $7,344+73.6% |