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 | $44,546 | $78,705-43.4% | $117,854-62.2% | $70,131-36.5% |
| Participation rate | 77.6% | 73.2%+4.4pp | 79.7%-2.1pp | 69.5%+8.0pp |
| Annual return | 17.61% | 23.30%-5.7pp | 335.08%-317.5pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,114 | $3,297-35.9% | $4,482-52.8% | $3,332-36.6% |
| Admin fee / account holder | $5,033 | $5,065-0.6% | $8,020-37.2% | $4,645+8.3% |