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 | $36,353 | $58,208-37.5% | $81,812-55.6% | $80,856-55.0% |
| Participation rate | 70.4% | 63.4%+7.0pp | 72.3%-2.0pp | 67.6%+2.7pp |
| Annual return | 45.28% | 41.66%+3.6pp | 773.79%-728.5pp | 35.59%+9.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,693 | $3,281+12.5% | $4,319-14.5% | $4,296-14.0% |
| Admin fee / account holder | $444 | $4,981-91.1% | $7,386-94.0% | $6,918-93.6% |