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 | $114,598 | $152,460-24.8% | $118,746-3.5% | $147,584-22.4% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.3%-8.3pp | 82.8%-12.8pp |
| Annual return | 14.63% | 17.41%-2.8pp | 24.54%-9.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $26,533 | $6,212+327.1% | $5,332+397.6% | $5,439+387.8% |
| Admin fee / account holder | $48,457 | $16,953+185.8% | $10,720+352.0% | $10,885+345.2% |