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 | $58,383 | $98,750-40.9% | $149,696-61.0% | $79,858-26.9% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 14.16% | 27.43%-13.3pp | 276.60%-262.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,471 | $5,680-38.9% | $6,842-49.3% | $3,740-7.2% |
| Admin fee / account holder | $2,521 | $6,053-58.3% | $9,309-72.9% | $5,306-52.5% |