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 | $34,965 | $84,695-58.7% | $73,843-52.7% | $125,391-72.1% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | 3.77% | 3123.53%-3119.8pp | 2267.84%-2264.1pp | 282.22%-278.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,248 | $3,992-18.7% | $3,583-9.4% | $5,352-39.3% |
| Admin fee / account holder | $11,997 | $5,691+110.8% | $4,880+145.8% | $9,540+25.7% |