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 | $62,038 | $123,793-49.9% | $177,821-65.1% | $79,858-22.3% |
| Participation rate | 70.6% | 84.7%-14.1pp | 87.7%-17.1pp | 69.6%+1.0pp |
| Annual return | 19.75% | 22.82%-3.1pp | 48.32%-28.6pp | 31.71%-12.0pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,952 | $5,956+67.1% | $7,714+29.0% | $3,740+166.1% |
| Admin fee / account holder | $2,289 | $7,243-68.4% | $12,427-81.6% | $5,306-56.9% |