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 | $149,040-77.3% | $120,225-71.8% | $137,256-75.3% |
| Participation rate | 78.6% | 75.4%+3.2pp | 69.6%+9.0pp | 80.0%-1.4pp |
| Annual return | 17.53% | 605.68%-588.2pp | 439.23%-421.7pp | 220.34%-202.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,534 | $4,655+40.4% | $3,999+63.4% | $6,407+2.0% |
| Admin fee / account holder | $421 | $6,348-93.4% | $5,696-92.6% | $12,270-96.6% |