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 | $34,791 | $232,540-85.0% | $185,117-81.2% | $147,584-76.4% |
| Participation rate | 81.8% | 82.4%-0.5pp | 77.3%+4.6pp | 82.8%-1.0pp |
| Annual return | 22.27% | 43.03%-20.8pp | 40.50%-18.2pp | 578.55%-556.3pp |
| Employer contribution / active EE | $362 | $5,195-93.0% | $4,182-91.3% | $4,876-92.6% |
| Participant deferral / active EE | $2,285 | $5,834-60.8% | $5,045-54.7% | $5,439-58.0% |
| Admin fee / account holder | $1,122 | $10,275-89.1% | $8,159-86.2% | $10,885-89.7% |