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 | $63,105 | $137,414-54.1% | $189,513-66.7% | $85,850-26.5% |
| Participation rate | 97.3% | 84.6%+12.7pp | 87.8%+9.5pp | 69.3%+28.0pp |
| Annual return | 15.31% | 38.14%-22.8pp | 555.15%-539.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,995 | $6,260-20.2% | $8,221-39.2% | $3,952+26.4% |
| Admin fee / account holder | $6,212 | $8,630-28.0% | $12,045-48.4% | $6,260-0.8% |