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 | $12,088 | $69,207-82.5% | $64,056-81.1% | $139,434-91.3% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 11.86% | 45.88%-34.0pp | 33.69%-21.8pp | 372.94%-361.1pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,471 | $4,682-68.6% | $3,880-62.1% | $6,710-78.1% |
| Admin fee / account holder | $7,853 | $4,244+85.0% | $3,068+155.9% | $11,403-31.1% |