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 | $45,882 | $65,041-29.5% | $90,951-49.6% | $79,858-42.5% |
| Participation rate | 75.8% | 61.6%+14.2pp | 69.0%+6.7pp | 69.6%+6.1pp |
| Annual return | 16.33% | 30.45%-14.1pp | 134.60%-118.3pp | 31.71%-15.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,219 | $2,512-11.7% | $3,373-34.2% | $3,740-40.7% |
| Admin fee / account holder | $534 | $4,536-88.2% | $5,959-91.0% | $5,306-89.9% |