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 | $28,658 | $46,553-38.4% | $64,056-55.3% | $75,163-61.9% |
| Participation rate | 85.7% | 65.9%+19.8pp | 72.3%+13.4pp | 67.2%+18.5pp |
| Annual return | 15.13% | 26.03%-10.9pp | 33.69%-18.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,763 | $2,837-37.9% | $3,880-54.6% | $4,125-57.3% |
| Admin fee / account holder | $5,006 | $2,952+69.6% | $3,068+63.2% | $5,651-11.4% |