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 | $33,429 | $118,680-71.8% | $98,907-66.2% | $158,922-79.0% |
| Participation rate | 76.2% | 77.8%-1.6pp | 76.0%+0.2pp | 82.0%-5.8pp |
| Annual return | 8.39% | 372.35%-364.0pp | 196.43%-188.0pp | 302.83%-294.4pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,155 | $5,088-38.0% | $4,244-25.7% | $5,982-47.3% |
| Admin fee / account holder | $12,733 | $10,131+25.7% | $6,642+91.7% | $11,246+13.2% |