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 | $69,860 | $78,422-10.9% | $95,952-27.2% | $79,858-12.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 16.42% | 19.37%-3.0pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $455 | $1,945-76.6% | $2,541-82.1% | $2,471-81.6% |
| Participant deferral / active EE | $2,438 | $3,440-29.1% | $4,167-41.5% | $3,740-34.8% |
| Admin fee / account holder | $1,505 | $5,622-73.2% | $6,795-77.9% | $5,306-71.6% |