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 | $75,133 | $228,332-67.1% | $185,823-59.6% | $158,922-52.7% |
| Participation rate | 87.0% | 82.3%+4.7pp | 78.0%+8.9pp | 82.0%+5.0pp |
| Annual return | 13.45% | 40.80%-27.4pp | 35.95%-22.5pp | 302.83%-289.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,437 | $6,415-77.6% | $5,632-74.5% | $5,982-76.0% |
| Admin fee / account holder | $41,399 | $11,864+248.9% | $9,500+335.8% | $11,246+268.1% |