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 | $55,494 | $112,881-50.8% | $90,951-39.0% | $158,922-65.1% |
| Participation rate | 78.3% | 74.7%+3.5pp | 69.0%+9.3pp | 82.0%-3.7pp |
| Annual return | 14.52% | 215.79%-201.3pp | 134.60%-120.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,345 | $4,128-67.4% | $3,373-60.1% | $5,982-77.5% |
| Admin fee / account holder | $535 | $8,041-93.3% | $5,959-91.0% | $11,246-95.2% |