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 | $56,398 | $154,117-63.4% | $129,995-56.6% | $139,434-59.6% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 38.37% | 32.48%+5.9pp | -137.18%+175.5pp | 372.94%-334.6pp |
| Employer contribution / active EE | $358 | $5,289-93.2% | $4,320-91.7% | $4,751-92.5% |
| Participant deferral / active EE | $3,509 | $6,710-47.7% | $5,820-39.7% | $6,710-47.7% |
| Admin fee / account holder | $17,986 | $14,007+28.4% | $10,614+69.4% | $11,403+57.7% |