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 | $58,587 | $105,859-44.7% | $90,160-35.0% | $147,584-60.3% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 15.19% | 37.63%-22.4pp | 34.88%-19.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,058 | $5,733-46.7% | $5,288-42.2% | $5,439-43.8% |
| Admin fee / account holder | $1,982 | $8,046-75.4% | $5,943-66.6% | $10,885-81.8% |