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 | $63,917 | $60,892+5.0% | $82,389-22.4% | $84,808-24.6% |
| Participation rate | 84.9% | 63.3%+21.6pp | 69.5%+15.4pp | 68.3%+16.6pp |
| Annual return | 16.09% | 37.29%-21.2pp | 28.67%-12.6pp | 40.90%-24.8pp |
| Employer contribution / active EE | $4 | $1,779-99.8% | $2,517-99.9% | $2,631-99.9% |
| Participant deferral / active EE | $3,440 | $3,179+8.2% | $4,155-17.2% | $4,212-18.3% |
| Admin fee / account holder | $869 | $5,467-84.1% | $7,231-88.0% | $7,344-88.2% |