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 | $36,848 | $58,828-37.4% | $77,999-52.8% | $62,891-41.4% |
| Participation rate | 86.2% | 71.1%+15.1pp | 75.5%+10.7pp | 69.3%+16.9pp |
| Annual return | 6.07% | 17.16%-11.1pp | 425.96%-419.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,635 | $2,686-39.1% | $3,497-53.3% | $3,203-49.0% |
| Admin fee / account holder | $2,140 | $4,393-51.3% | $5,480-61.0% | $4,296-50.2% |