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 | $43,702 | $106,890-59.1% | $84,015-48.0% | $152,861-71.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 20.10% | 104.99%-84.9pp | 71.31%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,312 | $4,011-67.3% | $3,239-59.5% | $5,850-77.6% |
| Admin fee / account holder | $1,464 | $8,285-82.3% | $6,101-76.0% | $11,596-87.4% |