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 | $50,599 | $65,041-22.2% | $90,951-44.4% | $79,858-36.6% |
| Participation rate | 73.4% | 61.6%+11.8pp | 69.0%+4.4pp | 69.6%+3.8pp |
| Annual return | 24.72% | 30.45%-5.7pp | 134.60%-109.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,521 | $2,512+40.2% | $3,373+4.4% | $3,740-5.9% |
| Admin fee / account holder | $1,971 | $4,536-56.5% | $5,959-66.9% | $5,306-62.8% |