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 | $42,561 | $165,912-74.3% | $122,332-65.2% | $147,584-71.2% |
| Participation rate | 86.7% | 79.6%+7.1pp | 71.6%+15.0pp | 82.8%+3.8pp |
| Annual return | 13.88% | 34.55%-20.7pp | 30.27%-16.4pp | 578.55%-564.7pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,430 | $4,005-64.3% | $3,287-56.5% | $5,439-73.7% |
| Admin fee / account holder | $10,645 | $7,424+43.4% | $5,478+94.3% | $10,885-2.2% |