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 | $45,868 | $53,822-14.8% | $75,696-39.4% | $85,850-46.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 14.96% | 24.54%-9.6pp | 104.53%-89.6pp | 318.53%-303.6pp |
| Employer contribution / active EE | $24 | $2,017-98.8% | $2,743-99.1% | $2,565-99.1% |
| Participant deferral / active EE | $2,532 | $2,895-12.6% | $3,821-33.7% | $3,952-35.9% |
| Admin fee / account holder | $2,183 | $3,343-34.7% | $3,619-39.7% | $6,260-65.1% |