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 | $56,848 | $84,233-32.5% | $170,442-66.6% | $70,131-18.9% |
| Participation rate | 79.6% | 70.8%+8.8pp | 83.6%-4.0pp | 69.5%+10.1pp |
| Annual return | 17.98% | 23.06%-5.1pp | 205.93%-188.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,748 | $3,086-43.3% | $4,939-64.6% | $3,332-47.5% |
| Admin fee / account holder | $3,400 | $5,698-40.3% | $13,880-75.5% | $4,645-26.8% |