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 | $54,167 | $91,190-40.6% | $178,490-69.7% | $79,858-32.2% |
| Participation rate | 94.7% | 69.2%+25.5pp | 81.9%+12.8pp | 69.6%+25.1pp |
| Annual return | 15.32% | 24.19%-8.9pp | 151.07%-135.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,585 | $3,236+103.5% | $5,202+26.6% | $3,740+76.1% |
| Admin fee / account holder | $739 | $6,751-89.1% | $13,984-94.7% | $5,306-86.1% |