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 | $51,142 | $85,202-40.0% | $172,739-70.4% | $72,985-29.9% |
| Participation rate | 98.6% | 70.1%+28.6pp | 82.6%+16.0pp | 69.5%+29.2pp |
| Annual return | 17.23% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,123 | $3,260-4.2% | $5,198-39.9% | $3,607-13.4% |
| Admin fee / account holder | $2,802 | $5,884-52.4% | $13,954-79.9% | $5,124-45.3% |