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 | $75,561 | $49,177+53.7% | $79,464-4.9% | $64,186+17.7% |
| Participation rate | 76.0% | 65.0%+11.0pp | 73.3%+2.7pp | 69.6%+6.4pp |
| Annual return | 9.03% | -1.16%+10.2pp | 718.14%-709.1pp | 7.63%+1.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,981 | $2,821+112.0% | $3,704+61.5% | $3,470+72.4% |
| Admin fee / account holder | $2,948 | $3,839-23.2% | $5,113-42.3% | $4,888-39.7% |