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 | $52,444 | $56,053-6.4% | $75,972-31.0% | $80,856-35.1% |
| Participation rate | 72.4% | 62.0%+10.4pp | 69.1%+3.4pp | 67.6%+4.8pp |
| Annual return | 11.39% | 20.53%-9.1pp | 359.55%-348.2pp | 35.59%-24.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,912 | $3,052-4.6% | $4,255-31.6% | $4,296-32.2% |
| Admin fee / account holder | $676 | $5,234-87.1% | $6,467-89.5% | $6,918-90.2% |