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 | $54,760 | $67,606-19.0% | $82,313-33.5% | $70,131-21.9% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 17.68% | 21.57%-3.9pp | 25.88%-8.2pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,868 | $2,987+29.5% | $3,706+4.4% | $3,332+16.1% |
| Admin fee / account holder | $4,209 | $4,512-6.7% | $5,608-24.9% | $4,645-9.4% |