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 | $45,463 | $78,705-42.2% | $117,854-61.4% | $70,131-35.2% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 14.89% | 23.30%-8.4pp | 335.08%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,573 | $3,297-52.3% | $4,482-64.9% | $3,332-52.8% |
| Admin fee / account holder | $10,173 | $5,065+100.8% | $8,020+26.9% | $4,645+119.0% |