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 | $87,041 | $118,849-26.8% | $96,562-9.9% | $167,490-48.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 9.81% | 50.49%-40.7pp | 37.78%-28.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,845 | $4,616-38.4% | $3,849-26.1% | $6,341-55.1% |
| Admin fee / account holder | $10,888 | $8,065+35.0% | $6,181+76.2% | $12,309-11.5% |