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 | $27,980 | $183,519-84.8% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 17.63% | 61.17%-43.5pp | 64.67%-47.0pp | 561.29%-543.7pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,480 | $6,462-61.6% | $5,626-55.9% | $6,688-62.9% |
| Admin fee / account holder | $1,256 | $19,313-93.5% | $15,912-92.1% | $13,397-90.6% |