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 | $32,273 | $65,041-50.4% | $90,951-64.5% | $79,858-59.6% |
| Participation rate | 97.1% | 61.6%+35.5pp | 69.0%+28.0pp | 69.6%+27.4pp |
| Annual return | 10.52% | 30.45%-19.9pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,908 | $2,512-24.0% | $3,373-43.4% | $3,740-49.0% |
| Admin fee / account holder | $6,675 | $4,536+47.1% | $5,959+12.0% | $5,306+25.8% |