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 | $20,617 | $117,381-82.4% | $99,443-79.3% | $152,861-86.5% |
| Participation rate | 73.7% | 77.5%-3.9pp | 73.8%-0.1pp | 82.4%-8.8pp |
| Annual return | 14.79% | 31.87%-17.1pp | 30.72%-15.9pp | 345.32%-330.5pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,243 | $4,086-69.6% | $3,619-65.7% | $5,850-78.8% |
| Admin fee / account holder | $3,672 | $7,631-51.9% | $6,250-41.3% | $11,596-68.3% |