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 | $124,718 | $154,117-19.1% | $129,995-4.1% | $139,434-10.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 15.73% | 32.48%-16.7pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $379 | $5,289-92.8% | $4,320-91.2% | $4,751-92.0% |
| Participant deferral / active EE | $4,653 | $6,710-30.7% | $5,820-20.1% | $6,710-30.7% |
| Admin fee / account holder | $26,961 | $14,007+92.5% | $10,614+154.0% | $11,403+136.4% |