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 | $38,662 | $149,679-74.2% | $117,039-67.0% | $147,584-73.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 13.13% | 19.31%-6.2pp | 18.95%-5.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,463 | $4,912+51.9% | $3,929+89.9% | $5,439+37.2% |
| Admin fee / account holder | $3,807 | $7,856-51.5% | $5,974-36.3% | $10,885-65.0% |