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 | $78,444 | $79,557-1.4% | $118,746-33.9% | $70,131+11.9% |
| Participation rate | 84.8% | 71.4%+13.4pp | 78.3%+6.5pp | 69.5%+15.2pp |
| Annual return | 18.05% | 25.64%-7.6pp | 24.54%-6.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $36 | $2,861-98.7% | $4,193-99.1% | $2,342-98.5% |
| Participant deferral / active EE | $3,068 | $4,089-25.0% | $5,332-42.5% | $3,332-7.9% |
| Admin fee / account holder | $2,586 | $5,374-51.9% | $10,720-75.9% | $4,645-44.3% |