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 | $51,574 | $103,376-50.1% | $87,100-40.8% | $152,861-66.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 17.43% | 28.10%-10.7pp | 28.19%-10.8pp | 345.32%-327.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,657 | $4,778-44.4% | $4,049-34.4% | $5,850-54.6% |
| Admin fee / account holder | $2,222 | $12,205-81.8% | $7,497-70.4% | $11,596-80.8% |