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 | $76,626 | $58,320+31.4% | $86,436-11.3% | $66,914+14.5% |
| Participation rate | 88.5% | 78.6%+9.9pp | 80.3%+8.1pp | 69.8%+18.7pp |
| Annual return | 4.75% | -9.71%+14.5pp | 4394.89%-4390.1pp | 1.58%+3.2pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,219 | $6,899-9.9% | $6,952-10.5% | $4,237+46.8% |
| Admin fee / account holder | $4,776 | $546+774.9% | $6,731-29.0% | $593+705.0% |