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 | $44,235 | $43,075+2.7% | $74,583-40.7% | $62,891-29.7% |
| Participation rate | 97.9% | 58.1%+39.8pp | 68.1%+29.8pp | 69.3%+28.6pp |
| Annual return | 6.08% | 17.50%-11.4pp | 20.47%-14.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $9 | $1,498-99.4% | $2,525-99.7% | $2,281-99.6% |
| Participant deferral / active EE | $4,392 | $2,389+83.8% | $3,458+27.0% | $3,203+37.1% |
| Admin fee / account holder | $3,952 | $2,840+39.2% | $4,138-4.5% | $4,296-8.0% |