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 | $84,345 | $104,664-19.4% | $85,682-1.6% | $167,490-49.6% |
| Participation rate | 70.8% | 76.4%-5.5pp | 69.9%+1.0pp | 82.1%-11.3pp |
| Annual return | 18.40% | 21.45%-3.0pp | 21.49%-3.1pp | 478.56%-460.2pp |
| Employer contribution / active EE | $419 | $3,337-87.4% | $2,618-84.0% | $4,837-91.3% |
| Participant deferral / active EE | $3,136 | $4,824-35.0% | $3,923-20.0% | $6,341-50.5% |
| Admin fee / account holder | $2,109 | $10,032-79.0% | $6,873-69.3% | $12,309-82.9% |