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 | $52,712 | $71,050-25.8% | $93,606-43.7% | $80,856-34.8% |
| Participation rate | 83.9% | 60.4%+23.5pp | 68.7%+15.2pp | 67.6%+16.2pp |
| Annual return | 11.42% | 11.26%+0.2pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,974 | $4,034+23.3% | $4,411+12.8% | $4,296+15.8% |
| Admin fee / account holder | $10,049 | $6,945+44.7% | $8,285+21.3% | $6,918+45.3% |