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 | $70,019 | $157,256-55.5% | $141,162-50.4% | $152,861-54.2% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.4%-8.8pp |
| Annual return | 18.27% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,953 | $7,109+68.1% | $6,709+78.2% | $5,850+104.3% |
| Admin fee / account holder | $46,970 | $12,120+287.5% | $10,261+357.7% | $11,596+305.0% |