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 | $65,046 | $167,484-61.2% | $151,611-57.1% | $134,475-51.6% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -10.43% | 7.80%-18.2pp | 3.33%-13.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $7,207 | $8,986-19.8% | $8,363-13.8% | $6,400+12.6% |
| Admin fee / account holder | $417 | $13,783-97.0% | $11,616-96.4% | $11,426-96.3% |