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 | $85,218 | $112,881-24.5% | $90,951-6.3% | $158,922-46.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 13.11% | 215.79%-202.7pp | 134.60%-121.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $72 | $2,893-97.5% | $2,122-96.6% | $4,761-98.5% |
| Participant deferral / active EE | $1,435 | $4,128-65.2% | $3,373-57.5% | $5,982-76.0% |
| Admin fee / account holder | $4,974 | $8,041-38.1% | $5,959-16.5% | $11,246-55.8% |