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 | $71,474 | $96,965-26.3% | $97,995-27.1% | $147,584-51.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 82.4%+0.9pp | 82.8%+0.5pp |
| Annual return | 21.99% | 24.11%-2.1pp | 23.94%-1.9pp | 578.55%-556.6pp |
| Employer contribution / active EE | $388 | $4,536-91.4% | $4,158-90.7% | $4,876-92.0% |
| Participant deferral / active EE | $2,720 | $5,081-46.5% | $5,097-46.6% | $5,439-50.0% |
| Admin fee / account holder | $1,453 | $8,120-82.1% | $5,943-75.6% | $10,885-86.7% |