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 | $33,903 | $158,398-78.6% | $126,539-73.2% | $142,382-76.2% |
| Participation rate | 78.6% | 75.8%+2.8pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 17.53% | 593.76%-576.2pp | 425.95%-408.4pp | 217.08%-199.5pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,534 | $4,767+37.1% | $4,083+60.0% | $6,507+0.4% |
| Admin fee / account holder | $421 | $6,918-93.9% | $6,065-93.1% | $12,624-96.7% |