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 | $22,956 | $51,175-55.1% | $70,515-67.4% | $75,163-69.5% |
| Participation rate | 89.5% | 60.9%+28.5pp | 68.3%+21.1pp | 67.2%+22.3pp |
| Annual return | 14.56% | 30.02%-15.5pp | 32.77%-18.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,798 | $2,849+68.4% | $4,567+5.1% | $4,125+16.3% |
| Admin fee / account holder | $3,805 | $4,091-7.0% | $6,412-40.7% | $5,651-32.7% |