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 | $34,810 | $95,971-63.7% | $74,550-53.3% | $135,375-74.3% |
| Participation rate | 70.0% | 75.7%-5.7pp | 69.1%+0.9pp | 82.6%-12.6pp |
| Annual return | 11.54% | 56.96%-45.4pp | 32.53%-21.0pp | 519.73%-508.2pp |
| Employer contribution / active EE | $277 | $2,716-89.8% | $1,961-85.9% | $4,779-94.2% |
| Participant deferral / active EE | $1,881 | $3,843-51.1% | $3,108-39.5% | $5,609-66.5% |
| Admin fee / account holder | $1,368 | $6,522-79.0% | $5,060-73.0% | $10,827-87.4% |