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 | $62,203 | $115,770-46.3% | $101,248-38.6% | $158,922-60.9% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 14.36% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,798 | $4,957-23.4% | $4,370-13.1% | $5,982-36.5% |
| Admin fee / account holder | $479 | $7,245-93.4% | $5,945-91.9% | $11,246-95.7% |