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 | $35,041 | $93,571-62.6% | $135,903-74.2% | $75,163-53.4% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 15.39% | 30.90%-15.5pp | 68.23%-52.8pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,872 | $6,404-55.2% | $7,758-63.0% | $4,125-30.4% |
| Admin fee / account holder | $316 | $6,975-95.5% | $10,762-97.1% | $5,651-94.4% |