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 | $34,140 | $63,346-46.1% | $92,233-63.0% | $70,131-51.3% |
| Participation rate | 80.9% | 68.7%+12.2pp | 76.5%+4.4pp | 69.5%+11.3pp |
| Annual return | 15.40% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,823 | $2,854-1.1% | $3,897-27.5% | $3,332-15.3% |
| Admin fee / account holder | $3,312 | $3,840-13.8% | $5,194-36.2% | $4,645-28.7% |