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 | $47,867 | $117,983-59.4% | $101,794-53.0% | $142,382-66.4% |
| Participation rate | 86.4% | 74.2%+12.1pp | 69.2%+17.2pp | 80.1%+6.2pp |
| Annual return | 13.96% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,993 | $4,714-36.5% | $4,084-26.7% | $6,507-54.0% |
| Admin fee / account holder | $626 | $10,433-94.0% | $8,777-92.9% | $12,624-95.0% |