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 | $56,387 | $72,177-21.9% | $115,037-51.0% | $59,632-5.4% |
| Participation rate | 77.8% | 72.6%+5.2pp | 81.4%-3.6pp | 68.7%+9.1pp |
| Annual return | 2.05% | 12.02%-10.0pp | 26.14%-24.1pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $12,953 | $4,783+170.8% | $6,026+114.9% | $3,192+305.8% |
| Admin fee / account holder | $24,468 | $4,927+396.6% | $8,175+199.3% | $4,297+469.4% |