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 | $72,143 | $95,416-24.4% | $185,823-61.2% | $85,850-16.0% |
| Participation rate | 97.7% | 68.8%+28.9pp | 81.7%+16.0pp | 69.3%+28.4pp |
| Annual return | 13.85% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,625 | $3,423+5.9% | $5,568-34.9% | $3,952-8.3% |
| Admin fee / account holder | $675 | $7,213-90.6% | $16,237-95.8% | $6,260-89.2% |