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 | $69,378 | $157,256-55.9% | $141,162-50.9% | $152,861-54.6% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.4%-4.2pp |
| Annual return | 21.28% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $922 | $5,261-82.5% | $4,735-80.5% | $4,762-80.6% |
| Participant deferral / active EE | $3,995 | $7,109-43.8% | $6,709-40.5% | $5,850-31.7% |
| Admin fee / account holder | $2,422 | $12,120-80.0% | $10,261-76.4% | $11,596-79.1% |