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 | $39,517 | $73,515-46.2% | $62,995-37.3% | $147,584-73.2% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 15.02% | 175.43%-160.4pp | 87.57%-72.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,757 | $4,185+37.6% | $3,329+72.9% | $5,439+5.9% |
| Admin fee / account holder | $640 | $5,953-89.3% | $3,600-82.2% | $10,885-94.1% |