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 | $27,809 | $34,308-18.9% | $74,701-62.8% | $72,985-61.9% |
| Participation rate | 82.5% | 42.4%+40.1pp | 54.5%+28.0pp | 69.5%+13.0pp |
| Annual return | 18.78% | 26.58%-7.8pp | 752.92%-734.1pp | 81.00%-62.2pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,123 | $1,271-11.7% | $1,964-42.8% | $3,607-68.9% |
| Admin fee / account holder | $14,038 | $2,124+560.9% | $3,333+321.2% | $5,124+174.0% |