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 | $18,580 | $85,202-78.2% | $172,739-89.2% | $72,985-74.5% |
| Participation rate | 97.7% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.2pp |
| Annual return | 21.50% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,221 | $3,260-1.2% | $5,198-38.0% | $3,607-10.7% |
| Admin fee / account holder | $1,123 | $5,884-80.9% | $13,954-92.0% | $5,124-78.1% |