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 | $19,638 | $95,416-79.4% | $185,823-89.4% | $85,850-77.1% |
| Participation rate | 73.5% | 68.8%+4.8pp | 81.7%-8.2pp | 69.3%+4.2pp |
| Annual return | 108.71% | 23.59%+85.1pp | 122.05%-13.3pp | 318.53%-209.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,337 | $3,423-31.7% | $5,568-58.0% | $3,952-40.9% |
| Admin fee / account holder | $533 | $7,213-92.6% | $16,237-96.7% | $6,260-91.5% |