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 | $49,488 | $99,079-50.1% | $77,999-36.6% | $273,961-81.9% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.5%+0.7pp | 83.0%-6.8pp |
| Annual return | 4.89% | 217.93%-213.0pp | 425.96%-421.1pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,864 | $4,306-56.7% | $3,497-46.7% | $5,287-64.7% |
| Admin fee / account holder | $6,358 | $8,954-29.0% | $5,480+16.0% | $10,132-37.2% |