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 | $78,466 | $185,822-57.8% | $169,993-53.8% | $139,434-43.7% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 18.90% | 60.50%-41.6pp | 53.37%-34.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,330 | $7,590-82.5% | $6,785-80.4% | $4,751-72.0% |
| Participant deferral / active EE | $4,765 | $11,622-59.0% | $10,408-54.2% | $6,710-29.0% |
| Admin fee / account holder | $8,860 | $15,381-42.4% | $12,815-30.9% | $11,403-22.3% |