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 8-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 | $59,874 | $124,319-51.8% | $111,297-46.2% | $167,490-64.3% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 55.80% | 37.44%+18.4pp | 54.65%+1.1pp | 478.56%-422.8pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,594 | $5,180+104.5% | $4,487+136.1% | $6,341+67.1% |
| Admin fee / account holder | $3,680 | $10,618-65.3% | $7,964-53.8% | $12,309-70.1% |