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 | $60,571 | $81,208-25.4% | $98,907-38.8% | $79,858-24.2% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 18.85% | 60.99%-42.1pp | 196.43%-177.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $260 | $1,960-86.7% | $2,689-90.3% | $2,471-89.5% |
| Participant deferral / active EE | $2,878 | $3,265-11.8% | $4,244-32.2% | $3,740-23.0% |
| Admin fee / account holder | $2,464 | $6,013-59.0% | $6,642-62.9% | $5,306-53.6% |