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 | $60,642 | $115,770-47.6% | $101,248-40.1% | $158,922-61.8% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 18.69% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.1pp |
| Employer contribution / active EE | $717 | $4,175-82.8% | $3,660-80.4% | $4,761-84.9% |
| Participant deferral / active EE | $1,811 | $4,957-63.5% | $4,370-58.6% | $5,982-69.7% |
| Admin fee / account holder | $2,370 | $7,245-67.3% | $5,945-60.1% | $11,246-78.9% |