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 | $64,786 | $103,376-37.3% | $87,100-25.6% | $152,861-57.6% |
| Participation rate | 81.3% | 79.3%+1.9pp | 76.9%+4.4pp | 82.4%-1.2pp |
| Annual return | 21.83% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,268 | $4,778-10.7% | $4,049+5.4% | $5,850-27.1% |
| Admin fee / account holder | $1,601 | $12,205-86.9% | $7,497-78.6% | $11,596-86.2% |