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 | $76,967 | $84,233-8.6% | $170,442-54.8% | $70,131+9.7% |
| Participation rate | 84.2% | 70.8%+13.4pp | 83.6%+0.6pp | 69.5%+14.7pp |
| Annual return | 19.28% | 23.06%-3.8pp | 205.93%-186.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,012 | $3,086-34.8% | $4,939-59.3% | $3,332-39.6% |
| Admin fee / account holder | $15,068 | $5,698+164.4% | $13,880+8.6% | $4,645+224.4% |