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 | $56,863 | $98,240-42.1% | $82,313-30.9% | $147,584-61.5% |
| Participation rate | 76.9% | 79.7%-2.8pp | 76.9%0pp | 82.8%-5.9pp |
| Annual return | 15.75% | 30.85%-15.1pp | 25.88%-10.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $382 | $3,192-88.0% | $2,428-84.3% | $4,876-92.2% |
| Participant deferral / active EE | $2,417 | $4,383-44.9% | $3,706-34.8% | $5,439-55.6% |
| Admin fee / account holder | $356 | $8,563-95.8% | $5,608-93.6% | $10,885-96.7% |