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 | $64,051 | $100,970-36.6% | $96,576-33.7% | $137,256-53.3% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 16.41% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3 | $3,809-99.9% | $3,553-99.9% | $4,156-99.9% |
| Participant deferral / active EE | $6,347 | $8,286-23.4% | $7,956-20.2% | $6,407-0.9% |
| Admin fee / account holder | $13,960 | $11,312+23.4% | $11,381+22.7% | $12,270+13.8% |