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 | $44,865 | $165,912-73.0% | $122,332-63.3% | $147,584-69.6% |
| Participation rate | 88.9% | 79.6%+9.3pp | 71.6%+17.3pp | 82.8%+6.1pp |
| Annual return | 7.43% | 34.55%-27.1pp | 30.27%-22.8pp | 578.55%-571.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,743 | $4,005-31.5% | $3,287-16.5% | $5,439-49.6% |
| Admin fee / account holder | $18,785 | $7,424+153.0% | $5,478+242.9% | $10,885+72.6% |