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 | $37,151 | $72,177-48.5% | $115,037-67.7% | $59,632-37.7% |
| Participation rate | 95.1% | 72.6%+22.6pp | 81.4%+13.8pp | 68.7%+26.5pp |
| Annual return | 5.02% | 12.02%-7.0pp | 26.14%-21.1pp | 2041.28%-2036.3pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $9,290 | $4,783+94.2% | $6,026+54.1% | $3,192+191.1% |
| Admin fee / account holder | $1,121 | $4,927-77.2% | $8,175-86.3% | $4,297-73.9% |