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 | $70,647 | $118,849-40.6% | $96,562-26.8% | $167,490-57.8% |
| Participation rate | 70.0% | 75.5%-5.5pp | 69.8%+0.2pp | 82.1%-12.1pp |
| Annual return | 12.40% | 50.49%-38.1pp | 37.78%-25.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $356 | $3,120-88.6% | $2,356-84.9% | $4,837-92.7% |
| Participant deferral / active EE | $1,662 | $4,616-64.0% | $3,849-56.8% | $6,341-73.8% |
| Admin fee / account holder | $521 | $8,065-93.5% | $6,181-91.6% | $12,309-95.8% |