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 | $25,015 | $85,202-70.6% | $172,739-85.5% | $72,985-65.7% |
| Participation rate | 71.1% | 70.1%+1.0pp | 82.6%-11.5pp | 69.5%+1.6pp |
| Annual return | 17.24% | 27.32%-10.1pp | 802.84%-785.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,236 | $3,260-62.1% | $5,198-76.2% | $3,607-65.7% |
| Admin fee / account holder | $968 | $5,884-83.5% | $13,954-93.1% | $5,124-81.1% |