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 | $56,176 | $104,251-46.1% | $91,001-38.3% | $147,584-61.9% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 15.22% | 27.06%-11.8pp | 4.60%+10.6pp | 578.55%-563.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,727 | $4,195-58.8% | $3,547-51.3% | $5,439-68.2% |
| Admin fee / account holder | $5,216 | $8,948-41.7% | $5,417-3.7% | $10,885-52.1% |