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 | $28,212 | $57,354-50.8% | $83,848-66.4% | $64,186-56.0% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | -4.20% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,710 | $2,993+57.4% | $4,082+15.4% | $3,470+35.8% |
| Admin fee / account holder | $7,886 | $4,046+94.9% | $5,478+44.0% | $4,888+61.3% |