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 | $66,518 | $79,944-16.8% | $98,439-32.4% | $75,163-11.5% |
| Participation rate | 73.7% | 70.4%+3.3pp | 75.2%-1.5pp | 67.2%+6.5pp |
| Annual return | 16.50% | 19.75%-3.2pp | 21.16%-4.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,831 | $3,752-51.2% | $4,738-61.3% | $4,125-55.6% |
| Admin fee / account holder | $4,558 | $6,840-33.4% | $8,948-49.1% | $5,651-19.3% |