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 5-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 | $43,876 | $64,839-32.3% | $95,585-54.1% | $84,808-48.3% |
| Participation rate | 70.6% | 63.8%+6.8pp | 72.1%-1.5pp | 68.3%+2.3pp |
| Annual return | 26.99% | -670.96%+698.0pp | 38.56%-11.6pp | 40.90%-13.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,342 | $2,965+181.4% | $4,023+107.4% | $4,212+98.1% |
| Admin fee / account holder | $3,211 | $5,964-46.2% | $6,127-47.6% | $7,344-56.3% |