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 | $63,797 | $175,202-63.6% | $149,673-57.4% | $139,434-54.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 14.92% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $4 | $5,474-99.9% | $4,818-99.9% | $4,751-99.9% |
| Participant deferral / active EE | $3,364 | $6,519-48.4% | $5,680-40.8% | $6,710-49.9% |
| Admin fee / account holder | $10,163 | $16,150-37.1% | $13,210-23.1% | $11,403-10.9% |