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 | $26,596 | $102,616-74.1% | $81,983-67.6% | $158,922-83.3% |
| Participation rate | 90.5% | 75.5%+15.0pp | 69.2%+21.2pp | 82.0%+8.5pp |
| Annual return | 14.27% | 61.04%-46.8pp | 41.31%-27.0pp | 302.83%-288.6pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,212 | $4,648-30.9% | $3,722-13.7% | $5,982-46.3% |
| Admin fee / account holder | $1,090 | $8,235-86.8% | $5,664-80.8% | $11,246-90.3% |