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 | $25,740 | $102,966-75.0% | $90,281-71.5% | $152,861-83.2% |
| Participation rate | 73.9% | 75.9%-1.9pp | 73.3%+0.6pp | 82.4%-8.5pp |
| Annual return | 17.70% | 95.16%-77.5pp | 78.10%-60.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,815 | $4,281-34.3% | $3,885-27.6% | $5,850-51.9% |
| Admin fee / account holder | $9,688 | $6,171+57.0% | $5,351+81.0% | $11,596-16.5% |