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 | $70,320 | $100,041-29.7% | $149,718-53.0% | $70,131+0.3% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 15.26% | 27.43%-12.2pp | 1501.63%-1486.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,965 | $4,983+19.7% | $6,569-9.2% | $3,332+79.0% |
| Admin fee / account holder | $11,044 | $8,286+33.3% | $11,283-2.1% | $4,645+137.7% |