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 | $60,861 | $100,754-39.6% | $86,677-29.8% | $134,475-54.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.31% | 29.04%-45.4pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,407 | $5,338-17.4% | $4,656-5.3% | $6,400-31.1% |
| Admin fee / account holder | $3,992 | $10,926-63.5% | $7,493-46.7% | $11,426-65.1% |