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 | $36,509 | $116,175-68.6% | $93,606-61.0% | $152,861-76.1% |
| Participation rate | 82.6% | 78.0%+4.6pp | 75.8%+6.8pp | 82.4%+0.2pp |
| Annual return | 18.81% | 35.96%-17.2pp | 32.76%-13.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,973 | $4,603-13.7% | $4,069-2.4% | $5,850-32.1% |
| Admin fee / account holder | $3,337 | $10,748-69.0% | $7,888-57.7% | $11,596-71.2% |