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 | $30,878 | $109,982-71.9% | $97,226-68.2% | $145,922-78.8% |
| Participation rate | 70.8% | 75.9%-5.1pp | 72.7%-1.9pp | 80.3%-9.4pp |
| Annual return | 11.16% | 242.90%-231.7pp | 75.13%-64.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,269 | $4,676-51.5% | $4,264-46.8% | $6,688-66.1% |
| Admin fee / account holder | $341 | $6,221-94.5% | $5,654-94.0% | $13,397-97.5% |