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 | $92,958 | $126,574-26.6% | $106,213-12.5% | $145,922-36.3% |
| Participation rate | 78.9% | 77.6%+1.3pp | 75.3%+3.7pp | 80.3%-1.3pp |
| Annual return | 12.81% | 224.79%-212.0pp | 116.14%-103.3pp | 561.29%-548.5pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,410 | $5,724-5.5% | $5,016+7.9% | $6,688-19.1% |
| Admin fee / account holder | $2,195 | $17,304-87.3% | $11,033-80.1% | $13,397-83.6% |