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 | $58,612 | $99,652-41.2% | $78,778-25.6% | $147,584-60.3% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.2%+18.3pp | 82.8%+4.7pp |
| Annual return | 10.97% | 47.28%-36.3pp | 35.62%-24.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,198 | $3,664+151.1% | $2,958+210.9% | $5,439+69.1% |
| Admin fee / account holder | $29,781 | $7,155+316.2% | $5,134+480.1% | $10,885+173.6% |