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 | $36,084 | $72,404-50.2% | $110,238-67.3% | $64,186-43.8% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.7pp | 69.6%+19.9pp |
| Annual return | 3.03% | -6.29%+9.3pp | 314.74%-311.7pp | 7.63%-4.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,678 | $3,469+6.0% | $4,672-21.3% | $3,470+6.0% |
| Admin fee / account holder | $25,005 | $5,664+341.4% | $8,547+192.5% | $4,888+411.5% |