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 | $24,790 | $105,998-76.6% | $92,233-73.1% | $147,584-83.2% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | 24.59% | 50.05%-25.5pp | 176.28%-151.7pp | 578.55%-554.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,819 | $4,478-59.4% | $3,897-53.3% | $5,439-66.6% |
| Admin fee / account holder | $2,695 | $6,332-57.4% | $5,194-48.1% | $10,885-75.2% |