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 | $115,802 | $111,814+3.6% | $103,374+12.0% | $145,959-20.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.79% | 24.77%-9.0pp | 24.89%-9.1pp | 561.95%-546.2pp |
| Employer contribution / active EE | $820 | $4,214-80.5% | $3,869-78.8% | $4,661-82.4% |
| Participant deferral / active EE | $3,867 | $5,618-31.2% | $5,058-23.5% | $6,689-42.2% |
| Admin fee / account holder | $49,265 | $9,754+405.1% | $8,394+486.9% | $13,398+267.7% |