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 | $56,528 | $35,183+60.7% | $73,545-23.1% | $70,131-19.4% |
| Participation rate | 85.0% | 42.9%+42.1pp | 54.9%+30.1pp | 69.5%+15.5pp |
| Annual return | 14.98% | 26.90%-11.9pp | -15.16%+30.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,348 | $1,220+256.5% | $1,806+140.8% | $3,332+30.5% |
| Admin fee / account holder | $2,868 | $2,302+24.6% | $2,320+23.6% | $4,645-38.3% |