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 | $32,329 | $99,079-67.4% | $77,999-58.6% | $273,961-88.2% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.5%+5.7pp | 83.0%-1.8pp |
| Annual return | 12.49% | 217.93%-205.4pp | 425.96%-413.5pp | 41.45%-29.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,513 | $4,306+237.0% | $3,497+315.0% | $5,287+174.5% |
| Admin fee / account holder | $7,307 | $8,954-18.4% | $5,480+33.3% | $10,132-27.9% |