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 | $55,854 | $99,079-43.6% | $77,999-28.4% | $273,961-79.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 6.43% | 217.93%-211.5pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,658 | $4,306+31.4% | $3,497+61.8% | $5,287+7.0% |
| Admin fee / account holder | $9,836 | $8,954+9.8% | $5,480+79.5% | $10,132-2.9% |