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 | $38,725 | $46,553-16.8% | $64,056-39.5% | $75,163-48.5% |
| Participation rate | 78.6% | 65.9%+12.6pp | 72.3%+6.3pp | 67.2%+11.4pp |
| Annual return | 23.99% | 26.03%-2.0pp | 33.69%-9.7pp | 160.62%-136.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,925 | $2,837+38.4% | $3,880+1.2% | $4,125-4.9% |
| Admin fee / account holder | $645 | $2,952-78.1% | $3,068-79.0% | $5,651-88.6% |