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 | $79,506 | $116,175-31.6% | $93,606-15.1% | $152,861-48.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.37% | 35.96%-15.6pp | 32.76%-12.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $428 | $3,218-86.7% | $2,718-84.3% | $4,762-91.0% |
| Participant deferral / active EE | $5,500 | $4,603+19.5% | $4,069+35.2% | $5,850-6.0% |
| Admin fee / account holder | $10,767 | $10,748+0.2% | $7,888+36.5% | $11,596-7.2% |