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 | $38,191 | $116,175-67.1% | $93,606-59.2% | $152,861-75.0% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 20.99% | 35.96%-15.0pp | 32.76%-11.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $462 | $3,218-85.6% | $2,718-83.0% | $4,762-90.3% |
| Participant deferral / active EE | $2,910 | $4,603-36.8% | $4,069-28.5% | $5,850-50.3% |
| Admin fee / account holder | $469 | $10,748-95.6% | $7,888-94.1% | $11,596-96.0% |