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 | $44,919 | $56,199-20.1% | $67,652-33.6% | $59,632-24.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.69% | 18505.31%-18503.6pp | 6625.04%-6623.3pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $166 | $1,614-89.7% | $2,266-92.7% | $2,203-92.5% |
| Participant deferral / active EE | $2,392 | $2,844-15.9% | $3,560-32.8% | $3,192-25.0% |
| Admin fee / account holder | $1,990 | $3,958-49.7% | $4,821-58.7% | $4,297-53.7% |