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 | $89,837 | $91,552-1.9% | $133,956-32.9% | $79,858+12.5% |
| Participation rate | 81.6% | 73.3%+8.3pp | 79.8%+1.8pp | 69.6%+12.0pp |
| Annual return | 18.02% | 61.85%-43.8pp | 45.09%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,202 | $3,733-41.0% | $5,048-56.4% | $3,740-41.1% |
| Admin fee / account holder | $2,015 | $6,321-68.1% | $8,927-77.4% | $5,306-62.0% |