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 | $72,973 | $209,411-65.2% | $178,490-59.1% | $158,922-54.1% |
| Participation rate | 91.7% | 86.3%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 12.81% | 188.75%-175.9pp | 151.07%-138.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $956 | $5,706-83.3% | $5,011-80.9% | $4,761-79.9% |
| Participant deferral / active EE | $3,856 | $5,954-35.2% | $5,202-25.9% | $5,982-35.5% |
| Admin fee / account holder | $1,520 | $17,074-91.1% | $13,984-89.1% | $11,246-86.5% |