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 | $29,651 | $48,076-38.3% | $78,689-62.3% | $62,891-52.9% |
| Participation rate | 77.8% | 65.2%+12.6pp | 73.6%+4.2pp | 69.3%+8.5pp |
| Annual return | 4.83% | 31.35%-26.5pp | 62.18%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,980 | $2,588-23.5% | $3,517-43.7% | $3,203-38.2% |
| Admin fee / account holder | $14,161 | $3,207+341.5% | $4,510+214.0% | $4,296+229.7% |