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 | $26,728 | $84,233-68.3% | $170,442-84.3% | $70,131-61.9% |
| Participation rate | 70.6% | 70.8%-0.2pp | 83.6%-13.0pp | 69.5%+1.0pp |
| Annual return | 17.34% | 23.06%-5.7pp | 205.93%-188.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,028 | $3,086-66.7% | $4,939-79.2% | $3,332-69.2% |
| Admin fee / account holder | $1,646 | $5,698-71.1% | $13,880-88.1% | $4,645-64.6% |