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 | $39,145 | $48,795-19.8% | $65,493-40.2% | $84,808-53.8% |
| Participation rate | 73.4% | 67.0%+6.5pp | 73.1%+0.3pp | 68.3%+5.1pp |
| Annual return | 13.38% | 20.20%-6.8pp | 982.45%-969.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,734 | $2,928+61.6% | $3,961+19.5% | $4,212+12.4% |
| Admin fee / account holder | $4,056 | $3,877+4.6% | $5,028-19.3% | $7,344-44.8% |