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 | $54,524 | $70,669-22.8% | $169,368-67.8% | $75,163-27.5% |
| Participation rate | 70.0% | 64.8%+5.2pp | 77.1%-7.1pp | 67.2%+2.8pp |
| Annual return | 14.96% | 36.36%-21.4pp | 405.60%-390.6pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,452 | $4,311+3.3% | $6,221-28.4% | $4,125+7.9% |
| Admin fee / account holder | $435 | $5,402-92.0% | $9,003-95.2% | $5,651-92.3% |