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 | $57,213 | $81,208-29.5% | $98,907-42.2% | $79,858-28.4% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 13.45% | 60.99%-47.5pp | 196.43%-183.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,254 | $3,265+183.4% | $4,244+118.0% | $3,740+147.4% |
| Admin fee / account holder | $7,704 | $6,013+28.1% | $6,642+16.0% | $5,306+45.2% |