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 | $70,089 | $117,841-40.5% | $102,423-31.6% | $145,922-52.0% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 11.46% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,939 | $5,731-31.3% | $5,053-22.0% | $6,688-41.1% |
| Admin fee / account holder | $5,529 | $13,326-58.5% | $9,451-41.5% | $13,397-58.7% |