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 | $27,878 | $45,073-38.1% | $69,455-59.9% | $72,985-61.8% |
| Participation rate | 79.1% | 68.5%+10.6pp | 74.6%+4.5pp | 69.5%+9.6pp |
| Annual return | 12.01% | 22.65%-10.6pp | 28.97%-17.0pp | 81.00%-69.0pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,977 | $2,602-24.0% | $3,535-44.1% | $3,607-45.2% |
| Admin fee / account holder | $2,045 | $3,056-33.1% | $3,839-46.7% | $5,124-60.1% |