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 | $36,140 | $70,428-48.7% | $96,562-62.6% | $85,850-57.9% |
| Participation rate | 82.4% | 61.8%+20.6pp | 69.8%+12.6pp | 69.3%+13.1pp |
| Annual return | 14.31% | 18.59%-4.3pp | 37.78%-23.5pp | 318.53%-304.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,042 | $2,894+5.1% | $3,849-21.0% | $3,952-23.0% |
| Admin fee / account holder | $825 | $4,997-83.5% | $6,181-86.6% | $6,260-86.8% |