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 | $50,061 | $99,079-49.5% | $77,999-35.8% | $273,961-81.7% |
| Participation rate | 95.8% | 78.6%+17.3pp | 75.5%+20.3pp | 83.0%+12.8pp |
| Annual return | 4.25% | 217.93%-213.7pp | 425.96%-421.7pp | 41.45%-37.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,423 | $4,306-67.0% | $3,497-59.3% | $5,287-73.1% |
| Admin fee / account holder | $1,700 | $8,954-81.0% | $5,480-69.0% | $10,132-83.2% |