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 | $39,658 | $138,065-71.3% | $123,544-67.9% | $135,375-70.7% |
| Participation rate | 73.9% | 84.7%-10.8pp | 82.3%-8.4pp | 82.6%-8.7pp |
| Annual return | 10.06% | 153.68%-143.6pp | 119.20%-109.1pp | 519.73%-509.7pp |
| Employer contribution / active EE | $800 | $5,151-84.5% | $4,628-82.7% | $4,779-83.3% |
| Participant deferral / active EE | $2,395 | $6,799-64.8% | $6,426-62.7% | $5,609-57.3% |
| Admin fee / account holder | $554 | $10,916-94.9% | $9,284-94.0% | $10,827-94.9% |