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 | $33,083 | $228,332-85.5% | $185,823-82.2% | $158,922-79.2% |
| Participation rate | 76.9% | 82.3%-5.4pp | 78.0%-1.1pp | 82.0%-5.0pp |
| Annual return | 13.07% | 40.80%-27.7pp | 35.95%-22.9pp | 302.83%-289.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,340 | $6,415-1.2% | $5,632+12.6% | $5,982+6.0% |
| Admin fee / account holder | $4,839 | $11,864-59.2% | $9,500-49.1% | $11,246-57.0% |