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 | $104,964 | $111,754-6.1% | $103,333+1.6% | $145,922-28.1% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 12.66% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $782 | $4,212-81.4% | $3,868-79.8% | $4,660-83.2% |
| Participant deferral / active EE | $7,274 | $5,619+29.5% | $5,057+43.8% | $6,688+8.8% |
| Admin fee / account holder | $20,269 | $9,750+107.9% | $8,355+142.6% | $13,397+51.3% |