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 | $50,723 | $83,337-39.1% | $67,834-25.2% | $273,961-81.5% |
| Participation rate | 93.3% | 76.4%+16.9pp | 68.8%+24.5pp | 83.0%+10.3pp |
| Annual return | 9.05% | 259.45%-250.4pp | 138.47%-129.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,939 | $4,088-52.6% | $3,160-38.6% | $5,287-63.3% |
| Admin fee / account holder | $2,923 | $6,752-56.7% | $4,622-36.8% | $10,132-71.1% |