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 | $89,314 | $115,770-22.9% | $101,248-11.8% | $158,922-43.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 10.76% | 56.14%-45.4pp | 46.47%-35.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $558 | $4,175-86.6% | $3,660-84.8% | $4,761-88.3% |
| Participant deferral / active EE | $2,770 | $4,957-44.1% | $4,370-36.6% | $5,982-53.7% |
| Admin fee / account holder | $617 | $7,245-91.5% | $5,945-89.6% | $11,246-94.5% |