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 | $37,928 | $79,944-52.6% | $98,439-61.5% | $75,163-49.5% |
| Participation rate | 76.9% | 70.4%+6.6pp | 75.2%+1.8pp | 67.2%+9.7pp |
| Annual return | 14.53% | 19.75%-5.2pp | 21.16%-6.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,492 | $3,752-33.6% | $4,738-47.4% | $4,125-39.6% |
| Admin fee / account holder | $3,260 | $6,840-52.3% | $8,948-63.6% | $5,651-42.3% |