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 | $78,639 | $93,373-15.8% | $152,466-48.4% | $85,850-8.4% |
| Participation rate | 86.0% | 70.1%+15.9pp | 78.2%+7.8pp | 69.3%+16.7pp |
| Annual return | 11.92% | 21.84%-9.9pp | 757.33%-745.4pp | 318.53%-306.6pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,327-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,886 | $4,550+7.4% | $5,820-16.1% | $3,952+23.6% |
| Admin fee / account holder | $2,408 | $13,853-82.6% | $15,805-84.8% | $6,260-61.5% |