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 | $75,721 | $135,952-44.3% | $123,892-38.9% | $273,961-72.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.43% | 56.63%-52.2pp | 47.52%-43.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $759 | $5,170-85.3% | $4,617-83.6% | $4,869-84.4% |
| Participant deferral / active EE | $4,911 | $6,343-22.6% | $5,984-17.9% | $5,287-7.1% |
| Admin fee / account holder | $1,773 | $9,817-81.9% | $8,357-78.8% | $10,132-82.5% |