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 | $177,576 | $111,754+58.9% | $103,333+71.8% | $145,922+21.7% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 11.45% | 24.77%-13.3pp | 24.88%-13.4pp | 561.29%-549.8pp |
| Employer contribution / active EE | $531 | $4,212-87.4% | $3,868-86.3% | $4,660-88.6% |
| Participant deferral / active EE | $4,163 | $5,619-25.9% | $5,057-17.7% | $6,688-37.7% |
| Admin fee / account holder | $3,029 | $9,750-68.9% | $8,355-63.7% | $13,397-77.4% |