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 | $64,764 | $91,552-29.3% | $133,956-51.7% | $79,858-18.9% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.6%+18.9pp |
| Annual return | 21.46% | 61.85%-40.4pp | 45.09%-23.6pp | 31.71%-10.3pp |
| Employer contribution / active EE | $543 | $2,384-77.2% | $3,919-86.1% | $2,471-78.0% |
| Participant deferral / active EE | $3,491 | $3,733-6.5% | $5,048-30.8% | $3,740-6.7% |
| Admin fee / account holder | $2,551 | $6,321-59.6% | $8,927-71.4% | $5,306-51.9% |