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 | $71,172 | $117,381-39.4% | $99,443-28.4% | $152,861-53.4% |
| Participation rate | 95.0% | 77.5%+17.5pp | 73.8%+21.2pp | 82.4%+12.6pp |
| Annual return | 19.72% | 31.87%-12.2pp | 30.72%-11.0pp | 345.32%-325.6pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $734 | $4,086-82.0% | $3,619-79.7% | $5,850-87.5% |
| Admin fee / account holder | $1,092 | $7,631-85.7% | $6,250-82.5% | $11,596-90.6% |