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 | $75,082 | $105,126-28.6% | $94,646-20.7% | $139,434-46.2% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 16.47% | 38.03%-21.6pp | 156.71%-140.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,696 | $7,599+27.6% | $7,418+30.7% | $6,710+44.5% |
| Admin fee / account holder | $47,481 | $8,984+428.5% | $7,231+556.7% | $11,403+316.4% |