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 | $104,982 | $98,240+6.9% | $82,313+27.5% | $147,584-28.9% |
| Participation rate | 70.6% | 79.7%-9.1pp | 76.9%-6.3pp | 82.8%-12.2pp |
| Annual return | 17.74% | 30.85%-13.1pp | 25.88%-8.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $282 | $3,192-91.2% | $2,428-88.4% | $4,876-94.2% |
| Participant deferral / active EE | $6,891 | $4,383+57.2% | $3,706+85.9% | $5,439+26.7% |
| Admin fee / account holder | $3,718 | $8,563-56.6% | $5,608-33.7% | $10,885-65.8% |