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 | $80,861 | $118,849-32.0% | $96,562-16.3% | $167,490-51.7% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 11.09% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,531 | $4,616-45.2% | $3,849-34.2% | $6,341-60.1% |
| Admin fee / account holder | $1,311 | $8,065-83.7% | $6,181-78.8% | $12,309-89.4% |