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 | $53,268 | $112,881-52.8% | $90,951-41.4% | $158,922-66.5% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 20.44% | 215.79%-195.4pp | 134.60%-114.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $143 | $2,893-95.1% | $2,122-93.3% | $4,761-97.0% |
| Participant deferral / active EE | $2,700 | $4,128-34.6% | $3,373-19.9% | $5,982-54.9% |
| Admin fee / account holder | $3,666 | $8,041-54.4% | $5,959-38.5% | $11,246-67.4% |