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 | $65,876 | $112,881-41.6% | $90,951-27.6% | $158,922-58.5% |
| Participation rate | 76.5% | 74.7%+1.7pp | 69.0%+7.5pp | 82.0%-5.5pp |
| Annual return | 11.21% | 215.79%-204.6pp | 134.60%-123.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,362 | $4,128-67.0% | $3,373-59.6% | $5,982-77.2% |
| Admin fee / account holder | $1,763 | $8,041-78.1% | $5,959-70.4% | $11,246-84.3% |