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 | $17,675 | $95,416-81.5% | $185,823-90.5% | $85,850-79.4% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 27.38% | 23.59%+3.8pp | 122.05%-94.7pp | 318.53%-291.2pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,393 | $3,423-59.3% | $5,568-75.0% | $3,952-64.7% |
| Admin fee / account holder | $315 | $7,213-95.6% | $16,237-98.1% | $6,260-95.0% |