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 | $43,046 | $50,958-15.5% | $74,550-42.3% | $64,186-32.9% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.1%+12.3pp | 69.6%+11.9pp |
| Annual return | 4.41% | -1.86%+6.3pp | 32.53%-28.1pp | 7.63%-3.2pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,218 | $2,301-3.6% | $3,108-28.6% | $3,470-36.1% |
| Admin fee / account holder | $16,337 | $4,223+286.9% | $5,060+222.9% | $4,888+234.2% |