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 | $32,629 | $81,208-59.8% | $98,907-67.0% | $79,858-59.1% |
| Participation rate | 78.1% | 72.5%+5.6pp | 76.0%+2.1pp | 69.6%+8.4pp |
| Annual return | 12.49% | 60.99%-48.5pp | 196.43%-183.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,593 | $3,265-20.6% | $4,244-38.9% | $3,740-30.7% |
| Admin fee / account holder | $2,164 | $6,013-64.0% | $6,642-67.4% | $5,306-59.2% |