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 | $45,713 | $106,890-57.2% | $84,015-45.6% | $152,861-70.1% |
| Participation rate | 72.7% | 75.2%-2.5pp | 69.0%+3.7pp | 82.4%-9.7pp |
| Annual return | 20.37% | 104.99%-84.6pp | 71.31%-50.9pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,525 | $4,011+12.8% | $3,239+39.7% | $5,850-22.7% |
| Admin fee / account holder | $28,483 | $8,285+243.8% | $6,101+366.9% | $11,596+145.6% |