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 | $51,702 | $142,405-63.7% | $115,157-55.1% | $152,861-66.2% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 23.70% | 41.48%-17.8pp | 35.60%-11.9pp | 345.32%-321.6pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,762 | $5,164+69.7% | $4,168+110.2% | $5,850+49.8% |
| Admin fee / account holder | $542 | $8,462-93.6% | $7,088-92.4% | $11,596-95.3% |