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 | $67,011 | $197,591-66.1% | $177,821-62.3% | $158,922-57.8% |
| Participation rate | 81.3% | 88.5%-7.3pp | 87.7%-6.5pp | 82.0%-0.7pp |
| Annual return | 9.78% | 58.76%-49.0pp | 48.32%-38.5pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,131 | $6,697-83.1% | $5,918-80.9% | $4,761-76.2% |
| Participant deferral / active EE | $3,311 | $8,405-60.6% | $7,714-57.1% | $5,982-44.6% |
| Admin fee / account holder | $920 | $15,399-94.0% | $12,427-92.6% | $11,246-91.8% |