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 | $24,914 | $111,535-77.7% | $105,223-76.3% | $137,256-81.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 12.83% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,830 | $5,500-66.7% | $5,072-63.9% | $6,407-71.4% |
| Admin fee / account holder | $2,715 | $9,721-72.1% | $8,859-69.3% | $12,270-77.9% |