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 | $41,006 | $89,355-54.1% | $141,162-71.0% | $72,985-43.8% |
| Participation rate | 87.7% | 75.1%+12.6pp | 82.5%+5.2pp | 69.5%+18.2pp |
| Annual return | 62.17% | 111.85%-49.7pp | 71.39%-9.2pp | 81.00%-18.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,193 | $5,418+14.3% | $6,709-7.7% | $3,607+71.7% |
| Admin fee / account holder | $868 | $5,958-85.4% | $10,261-91.5% | $5,124-83.1% |