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 | $28,692 | $88,672-67.6% | $105,223-72.7% | $82,448-65.2% |
| Participation rate | 85.3% | 67.9%+17.4pp | 75.0%+10.2pp | 68.1%+17.2pp |
| Annual return | 15.26% | 30.86%-15.6pp | 180.65%-165.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,113 | $4,036-22.9% | $5,072-38.6% | $4,139-24.8% |
| Admin fee / account holder | $913 | $7,146-87.2% | $8,859-89.7% | $7,234-87.4% |