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 | $69,635 | $113,339-38.6% | $94,993-26.7% | $147,584-52.8% |
| Participation rate | 88.9% | 78.0%+10.9pp | 73.9%+15.0pp | 82.8%+6.1pp |
| Annual return | 7.62% | 20.77%-13.1pp | 27.12%-19.5pp | 578.55%-570.9pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,601 | $3,777-31.1% | $3,317-21.6% | $5,439-52.2% |
| Admin fee / account holder | $17,053 | $6,063+181.3% | $4,960+243.8% | $10,885+56.7% |