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 | $35,239 | $148,534-76.3% | $135,903-74.1% | $139,434-74.7% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 15.68% | 79.19%-63.5pp | 68.23%-52.6pp | 372.94%-357.3pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,856-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,410 | $8,100-45.6% | $7,758-43.2% | $6,710-34.3% |
| Admin fee / account holder | $1,848 | $12,400-85.1% | $10,762-82.8% | $11,403-83.8% |