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 | $65,122 | $111,535-41.6% | $105,223-38.1% | $137,256-52.6% |
| Participation rate | 90.5% | 78.1%+12.4pp | 75.0%+15.4pp | 80.0%+10.5pp |
| Annual return | 15.12% | 237.85%-222.7pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $591 | $3,939-85.0% | $3,689-84.0% | $4,156-85.8% |
| Participant deferral / active EE | $3,796 | $5,500-31.0% | $5,072-25.1% | $6,407-40.7% |
| Admin fee / account holder | $2,618 | $9,721-73.1% | $8,859-70.4% | $12,270-78.7% |