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 | $53,003 | $77,314-31.4% | $177,989-70.2% | $80,856-34.4% |
| Participation rate | 86.5% | 65.7%+20.8pp | 77.1%+9.4pp | 67.6%+18.8pp |
| Annual return | 12.42% | 18.09%-5.7pp | 294.48%-282.1pp | 35.59%-23.2pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,515 | $4,411+2.4% | $6,276-28.1% | $4,296+5.1% |
| Admin fee / account holder | $2,780 | $7,191-61.3% | $10,363-73.2% | $6,918-59.8% |