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 | $22,002 | $45,566-51.7% | $64,105-65.7% | $59,632-63.1% |
| Participation rate | 70.3% | 60.2%+10.2pp | 68.2%+2.2pp | 68.7%+1.7pp |
| Annual return | 5.46% | 4.95%+0.5pp | 791.24%-785.8pp | 2041.28%-2035.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,166 | $2,057-43.3% | $2,822-58.7% | $3,192-63.5% |
| Admin fee / account holder | $1,385 | $3,268-57.6% | $4,499-69.2% | $4,297-67.8% |