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 3-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 | $129,407 | $154,117-16.0% | $129,995-0.5% | $139,434-7.2% |
| Participation rate | 84.2% | 82.0%+2.3pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 11.01% | 32.48%-21.5pp | -137.18%+148.2pp | 372.94%-361.9pp |
| Employer contribution / active EE | $15 | $5,289-99.7% | $4,320-99.7% | $4,751-99.7% |
| Participant deferral / active EE | $3,714 | $6,710-44.7% | $5,820-36.2% | $6,710-44.7% |
| Admin fee / account holder | $52,042 | $14,007+271.6% | $10,614+390.3% | $11,403+356.4% |