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 | $51,113 | $49,177+3.9% | $79,464-35.7% | $64,186-20.4% |
| Participation rate | 95.3% | 65.0%+30.3pp | 73.3%+22.0pp | 69.6%+25.7pp |
| Annual return | 4.49% | -1.16%+5.7pp | 718.14%-713.6pp | 7.63%-3.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,760 | $2,821+33.3% | $3,704+1.5% | $3,470+8.4% |
| Admin fee / account holder | $11,600 | $3,839+202.2% | $5,113+126.9% | $4,888+137.3% |