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 | $57,394 | $58,828-2.4% | $77,999-26.4% | $62,891-8.7% |
| Participation rate | 71.9% | 71.1%+0.8pp | 75.5%-3.6pp | 69.3%+2.6pp |
| Annual return | 5.18% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,913 | $2,686+8.5% | $3,497-16.7% | $3,203-9.1% |
| Admin fee / account holder | $7,955 | $4,393+81.1% | $5,480+45.2% | $4,296+85.2% |