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 | $46,181 | $109,327-57.8% | $89,391-48.3% | $158,922-70.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 6.99% | 345.68%-338.7pp | 245.62%-238.6pp | 302.83%-295.8pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,280 | $4,598-72.2% | $3,890-67.1% | $5,982-78.6% |
| Admin fee / account holder | $13,625 | $6,153+121.4% | $4,881+179.1% | $11,246+21.2% |