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 | $58,304 | $165,912-64.9% | $122,332-52.3% | $147,584-60.5% |
| Participation rate | 78.3% | 79.6%-1.3pp | 71.6%+6.6pp | 82.8%-4.6pp |
| Annual return | 10.42% | 34.55%-24.1pp | 30.27%-19.9pp | 578.55%-568.1pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,859 | $4,005-3.7% | $3,287+17.4% | $5,439-29.1% |
| Admin fee / account holder | $906 | $7,424-87.8% | $5,478-83.5% | $10,885-91.7% |