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 | $48,847 | $91,538-46.6% | $129,995-62.4% | $75,163-35.0% |
| Participation rate | 71.2% | 71.4%-0.3pp | 78.5%-7.3pp | 67.2%+4.0pp |
| Annual return | 15.44% | -631.11%+646.6pp | -137.18%+152.6pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,485 | $4,341-42.8% | $5,820-57.3% | $4,125-39.8% |
| Admin fee / account holder | $1,891 | $6,790-72.1% | $10,614-82.2% | $5,651-66.5% |