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 | $49,171 | $91,190-46.1% | $178,490-72.5% | $79,858-38.4% |
| Participation rate | 92.6% | 69.2%+23.4pp | 81.9%+10.7pp | 69.6%+23.0pp |
| Annual return | 14.26% | 24.19%-9.9pp | 151.07%-136.8pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,918 | $3,236+21.1% | $5,202-24.7% | $3,740+4.8% |
| Admin fee / account holder | $3,249 | $6,751-51.9% | $13,984-76.8% | $5,306-38.8% |