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 | $47,352 | $48,795-3.0% | $65,493-27.7% | $84,808-44.2% |
| Participation rate | 86.5% | 67.0%+19.5pp | 73.1%+13.4pp | 68.3%+18.2pp |
| Annual return | 13.85% | 20.20%-6.4pp | 982.45%-968.6pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,041 | $2,928+106.3% | $3,961+52.5% | $4,212+43.4% |
| Admin fee / account holder | $3,073 | $3,877-20.7% | $5,028-38.9% | $7,344-58.2% |