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 5-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 | $65,489 | $99,877-34.4% | $84,966-22.9% | $145,922-55.1% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 16.88% | 83.76%-66.9pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,803 | $5,291+142.0% | $4,519+183.3% | $6,688+91.4% |
| Admin fee / account holder | $5,289 | $7,248-27.0% | $6,149-14.0% | $13,397-60.5% |