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 | $105,140 | $126,574-16.9% | $106,213-1.0% | $145,922-27.9% |
| Participation rate | 85.7% | 77.6%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 10.38% | 224.79%-214.4pp | 116.14%-105.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $611 | $3,730-83.6% | $3,171-80.7% | $4,660-86.9% |
| Participant deferral / active EE | $4,016 | $5,724-29.8% | $5,016-19.9% | $6,688-40.0% |
| Admin fee / account holder | $1,969 | $17,304-88.6% | $11,033-82.2% | $13,397-85.3% |