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 | $21,884 | $72,177-69.7% | $115,037-81.0% | $59,632-63.3% |
| Participation rate | 76.9% | 72.6%+4.4pp | 81.4%-4.4pp | 68.7%+8.3pp |
| Annual return | 13.72% | 12.02%+1.7pp | 26.14%-12.4pp | 2041.28%-2027.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,546 | $4,783+57.8% | $6,026+25.2% | $3,192+136.4% |
| Admin fee / account holder | $4,675 | $4,927-5.1% | $8,175-42.8% | $4,297+8.8% |