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 | $15,561 | $104,907-85.2% | $84,611-81.6% | $152,861-89.8% |
| Participation rate | 77.8% | 74.8%+3.0pp | 68.2%+9.5pp | 82.4%-4.7pp |
| Annual return | 24.21% | 373.79%-349.6pp | 258.74%-234.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,423 | $4,688-69.6% | $3,899-63.5% | $5,850-75.7% |
| Admin fee / account holder | $2,755 | $6,241-55.9% | $4,912-43.9% | $11,596-76.2% |