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 | $64,266 | $118,849-45.9% | $96,562-33.4% | $167,490-61.6% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 21.42% | 50.49%-29.1pp | 37.78%-16.4pp | 478.56%-457.1pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,458 | $4,616-25.1% | $3,849-10.2% | $6,341-45.5% |
| Admin fee / account holder | $1,476 | $8,065-81.7% | $6,181-76.1% | $12,309-88.0% |