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 | $46,839 | $228,332-79.5% | $185,823-74.8% | $158,922-70.5% |
| Participation rate | 93.8% | 82.3%+11.5pp | 78.0%+15.7pp | 82.0%+11.8pp |
| Annual return | 15.44% | 40.80%-25.4pp | 35.95%-20.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,877 | $6,415+7.2% | $5,632+22.1% | $5,982+15.0% |
| Admin fee / account holder | $4,051 | $11,864-65.9% | $9,500-57.4% | $11,246-64.0% |