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 | $46,555 | $107,015-56.5% | $73,545-36.7% | $147,584-68.5% |
| Participation rate | 84.6% | 66.4%+18.2pp | 54.9%+29.7pp | 82.8%+1.8pp |
| Annual return | 18.85% | 38.25%-19.4pp | -15.16%+34.0pp | 578.55%-559.7pp |
| Employer contribution / active EE | $0 | $1,760-100.0% | $1,219-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,370 | $2,462+36.9% | $1,806+86.6% | $5,439-38.0% |
| Admin fee / account holder | $2,082 | $3,055-31.8% | $2,320-10.2% | $10,885-80.9% |