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 | $76,921 | $78,422-1.9% | $95,952-19.8% | $79,858-3.7% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 19.35% | 19.37%0pp | 91.61%-72.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $14 | $1,945-99.3% | $2,541-99.4% | $2,471-99.4% |
| Participant deferral / active EE | $2,569 | $3,440-25.3% | $4,167-38.3% | $3,740-31.3% |
| Admin fee / account holder | $2,033 | $5,622-63.8% | $6,795-70.1% | $5,306-61.7% |