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 | $50,546 | $86,929-41.9% | $102,423-50.7% | $80,856-37.5% |
| Participation rate | 94.0% | 72.4%+21.7pp | 76.5%+17.5pp | 67.6%+26.4pp |
| Annual return | 11.39% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,344 | $4,118+54.0% | $5,053+25.6% | $4,296+47.7% |
| Admin fee / account holder | $15,416 | $8,049+91.5% | $9,451+63.1% | $6,918+122.8% |