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 | $25,983 | $45,152-42.5% | $73,843-64.8% | $59,632-56.4% |
| Participation rate | 81.2% | 64.0%+17.1pp | 73.4%+7.7pp | 68.7%+12.5pp |
| Annual return | 0.12% | 27.40%-27.3pp | 2267.84%-2267.7pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,137 | $2,574-55.8% | $3,583-68.3% | $3,192-64.4% |
| Admin fee / account holder | $2,114 | $3,516-39.9% | $4,880-56.7% | $4,297-50.8% |