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 | $57,477 | $102,966-44.2% | $90,281-36.3% | $152,861-62.4% |
| Participation rate | 78.3% | 75.9%+2.4pp | 73.3%+5.0pp | 82.4%-4.2pp |
| Annual return | 20.29% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,441 | $4,281-19.6% | $3,885-11.4% | $5,850-41.2% |
| Admin fee / account holder | $709 | $6,171-88.5% | $5,351-86.7% | $11,596-93.9% |