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 | $27,872 | $58,726-52.5% | $92,233-69.8% | $62,292-55.3% |
| Participation rate | 86.4% | 68.3%+18.0pp | 76.5%+9.9pp | 69.5%+16.8pp |
| Annual return | 28.94% | 43.62%-14.7pp | 176.28%-147.3pp | 28.90%0pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,722 | $2,766+34.6% | $3,897-4.5% | $3,169+17.5% |
| Admin fee / account holder | $511 | $556-8.2% | $5,194-90.2% | $479+6.5% |