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 | $88,973 | $102,966-13.6% | $90,281-1.4% | $152,861-41.8% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.4%-11.9pp |
| Annual return | 17.87% | 95.16%-77.3pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,621 | $4,281-38.8% | $3,885-32.5% | $5,850-55.2% |
| Admin fee / account holder | $3,230 | $6,171-47.6% | $5,351-39.6% | $11,596-72.1% |