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 | $27,474 | $56,199-51.1% | $67,652-59.4% | $59,632-53.9% |
| Participation rate | 81.1% | 71.5%+9.6pp | 75.7%+5.4pp | 68.7%+12.4pp |
| Annual return | 1.88% | 18505.31%-18503.4pp | 6625.04%-6623.2pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,400 | $2,844-50.8% | $3,560-60.7% | $3,192-56.1% |
| Admin fee / account holder | $6,199 | $3,958+56.6% | $4,821+28.6% | $4,297+44.3% |