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 | $25,373 | $54,541-53.5% | $78,778-67.8% | $70,131-63.8% |
| Participation rate | 72.5% | 60.8%+11.7pp | 69.2%+3.3pp | 69.5%+3.0pp |
| Annual return | 14.23% | 21.07%-6.8pp | 35.62%-21.4pp | 73.14%-58.9pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,669 | $2,210+66.0% | $2,958+24.0% | $3,332+10.1% |
| Admin fee / account holder | $1,292 | $3,709-65.2% | $5,134-74.8% | $4,645-72.2% |