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 | $100,641 | $149,679-32.8% | $117,039-14.0% | $147,584-31.8% |
| Participation rate | 92.9% | 83.5%+9.4pp | 77.2%+15.7pp | 82.8%+10.0pp |
| Annual return | 14.10% | 19.31%-5.2pp | 18.95%-4.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $337 | $4,937-93.2% | $3,785-91.1% | $4,876-93.1% |
| Participant deferral / active EE | $3,371 | $4,912-31.4% | $3,929-14.2% | $5,439-38.0% |
| Admin fee / account holder | $339 | $7,856-95.7% | $5,974-94.3% | $10,885-96.9% |