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 | $39,397 | $83,477-52.8% | $125,175-68.5% | $72,985-46.0% |
| Participation rate | 96.1% | 73.3%+22.8pp | 79.8%+16.3pp | 69.5%+26.6pp |
| Annual return | 20.41% | 25.78%-5.4pp | 43.79%-23.4pp | 81.00%-60.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,238 | $3,585-9.7% | $4,937-34.4% | $3,607-10.2% |
| Admin fee / account holder | $1,408 | $5,517-74.5% | $9,702-85.5% | $5,124-72.5% |