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 | $54,878 | $48,795+12.5% | $65,493-16.2% | $84,808-35.3% |
| Participation rate | 77.4% | 67.0%+10.4pp | 73.1%+4.3pp | 68.3%+9.1pp |
| Annual return | 13.68% | 20.20%-6.5pp | 982.45%-968.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,924 | $2,928+34.0% | $3,961-0.9% | $4,212-6.8% |
| Admin fee / account holder | $15,058 | $3,877+288.4% | $5,028+199.5% | $7,344+105.0% |