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 | $34,073 | $80,968-57.9% | $96,544-64.7% | $75,163-54.7% |
| Participation rate | 71.7% | 71.8%0pp | 76.0%-4.2pp | 67.2%+4.5pp |
| Annual return | 14.92% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,451 | $3,928-37.6% | $4,851-49.5% | $4,125-40.6% |
| Admin fee / account holder | $23,223 | $6,724+245.4% | $8,252+181.4% | $5,651+311.0% |