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 | $57,585 | $69,977-17.7% | $108,579-47.0% | $62,891-8.4% |
| Participation rate | 73.2% | 72.9%+0.3pp | 79.6%-6.4pp | 69.3%+3.9pp |
| Annual return | 8.21% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,926 | $3,165-39.1% | $4,311-55.3% | $3,203-39.9% |
| Admin fee / account holder | $5,066 | $5,076-0.2% | $7,645-33.7% | $4,296+17.9% |