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 | $64,785 | $106,890-39.4% | $84,015-22.9% | $152,861-57.6% |
| Participation rate | 77.3% | 75.2%+2.0pp | 69.0%+8.3pp | 82.4%-5.2pp |
| Annual return | 16.13% | 104.99%-88.9pp | 71.31%-55.2pp | 345.32%-329.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,159 | $4,011-46.2% | $3,239-33.3% | $5,850-63.1% |
| Admin fee / account holder | $2,680 | $8,285-67.7% | $6,101-56.1% | $11,596-76.9% |