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 | $34,656 | $144,119-76.0% | $117,854-70.6% | $147,584-76.5% |
| Participation rate | 76.5% | 83.4%-6.9pp | 79.7%-3.2pp | 82.8%-6.4pp |
| Annual return | 14.83% | 531.15%-516.3pp | 335.08%-320.2pp | 578.55%-563.7pp |
| Employer contribution / active EE | $0 | $4,896-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,689 | $5,316-49.4% | $4,482-40.0% | $5,439-50.6% |
| Admin fee / account holder | $310 | $10,886-97.1% | $8,020-96.1% | $10,885-97.1% |