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 | $44,087 | $69,207-36.3% | $64,056-31.2% | $139,434-68.4% |
| Participation rate | 86.7% | 75.6%+11.1pp | 72.3%+14.4pp | 80.3%+6.3pp |
| Annual return | 15.96% | 45.88%-29.9pp | 33.69%-17.7pp | 372.94%-357.0pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,812 | $4,682+24.1% | $3,880+49.8% | $6,710-13.4% |
| Admin fee / account holder | $7,521 | $4,244+77.2% | $3,068+145.1% | $11,403-34.0% |