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 | $15,272 | $108,919-86.0% | $100,391-84.8% | $145,922-89.5% |
| Participation rate | 94.4% | 82.9%+11.5pp | 81.5%+13.0pp | 80.3%+14.2pp |
| Annual return | 12.42% | 57.88%-45.5pp | 49.20%-36.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,834 | $8,445-30.9% | $8,082-27.8% | $6,688-12.8% |
| Admin fee / account holder | $3,585 | $9,689-63.0% | $7,899-54.6% | $13,397-73.2% |