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 | $55,097 | $63,299-13.0% | $91,001-39.5% | $62,292-11.6% |
| Participation rate | 98.0% | 73.3%+24.7pp | 75.6%+22.4pp | 69.5%+28.5pp |
| Annual return | 14.56% | 20.99%-6.4pp | 4.60%+10.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,932 | $2,943-34.4% | $3,547-45.5% | $3,169-39.0% |
| Admin fee / account holder | $3,323 | $468+610.6% | $5,417-38.7% | $479+593.3% |