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 | $87,042 | $107,334-18.9% | $92,893-6.3% | $152,861-43.1% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.4%+2.6pp |
| Annual return | 22.00% | 145.58%-123.6pp | 109.41%-87.4pp | 345.32%-323.3pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,754 | $4,845-43.2% | $4,236-35.0% | $5,850-52.9% |
| Admin fee / account holder | $14,378 | $7,079+103.1% | $5,794+148.2% | $11,596+24.0% |