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 | $64,291 | $106,890-39.9% | $84,015-23.5% | $152,861-57.9% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 16.49% | 104.99%-88.5pp | 71.31%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,650 | $4,011-58.9% | $3,239-49.1% | $5,850-71.8% |
| Admin fee / account holder | $3,759 | $8,285-54.6% | $6,101-38.4% | $11,596-67.6% |