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 | $98,033 | $127,777-23.3% | $106,548-8.0% | $167,490-41.5% |
| Participation rate | 70.0% | 78.3%-8.3pp | 76.1%-6.1pp | 82.1%-12.1pp |
| Annual return | 8.59% | 33.87%-25.3pp | 26.80%-18.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,986 | $5,087-41.3% | $4,398-32.1% | $6,341-52.9% |
| Admin fee / account holder | $15,304 | $11,228+36.3% | $7,407+106.6% | $12,309+24.3% |