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 | $42,554 | $127,777-66.7% | $106,548-60.1% | $167,490-74.6% |
| Participation rate | 93.8% | 78.3%+15.5pp | 76.1%+17.6pp | 82.1%+11.6pp |
| Annual return | 13.90% | 33.87%-20.0pp | 26.80%-12.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,103 | $5,087-58.7% | $4,398-52.2% | $6,341-66.8% |
| Admin fee / account holder | $2,401 | $11,228-78.6% | $7,407-67.6% | $12,309-80.5% |