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 | $84,151 | $95,803-12.2% | $113,168-25.6% | $84,808-0.8% |
| Participation rate | 86.0% | 72.9%+13.1pp | 76.6%+9.4pp | 68.3%+17.7pp |
| Annual return | 15.76% | 25.00%-9.2pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,470 | $4,242+146.8% | $5,107+105.0% | $4,212+148.6% |
| Admin fee / account holder | $27,497 | $8,989+205.9% | $12,068+127.9% | $7,344+274.4% |