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 | $51,065 | $65,041-21.5% | $90,951-43.9% | $79,858-36.1% |
| Participation rate | 75.0% | 61.6%+13.4pp | 69.0%+6.0pp | 69.6%+5.4pp |
| Annual return | 12.04% | 30.45%-18.4pp | 134.60%-122.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,129 | $2,512+24.6% | $3,373-7.2% | $3,740-16.3% |
| Admin fee / account holder | $4,654 | $4,536+2.6% | $5,959-21.9% | $5,306-12.3% |