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 | $80,145 | $98,750-18.8% | $149,696-46.5% | $79,858+0.4% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.7pp |
| Annual return | 13.61% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,988 | $5,680+5.4% | $6,842-12.5% | $3,740+60.1% |
| Admin fee / account holder | $17,602 | $6,053+190.8% | $9,309+89.1% | $5,306+231.7% |