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 | $47,972 | $73,787-35.0% | $98,716-51.4% | $82,448-41.8% |
| Participation rate | 79.7% | 61.4%+18.3pp | 69.3%+10.4pp | 68.1%+11.6pp |
| Annual return | 19.07% | 18.57%+0.5pp | 31.81%-12.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,378 | $3,081+42.1% | $4,048+8.2% | $4,139+5.8% |
| Admin fee / account holder | $4,542 | $6,500-30.1% | $8,703-47.8% | $7,234-37.2% |