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 7-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 | $31,075 | $70,428-55.9% | $96,562-67.8% | $85,850-63.8% |
| Participation rate | 82.5% | 61.8%+20.7pp | 69.8%+12.7pp | 69.3%+13.2pp |
| Annual return | 12.27% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,903 | $2,894+34.9% | $3,849+1.4% | $3,952-1.2% |
| Admin fee / account holder | $2,735 | $4,997-45.3% | $6,181-55.7% | $6,260-56.3% |