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 | $91,441 | $110,257-17.1% | $96,544-5.3% | $139,434-34.4% |
| Participation rate | 76.5% | 78.1%-1.6pp | 76.0%+0.5pp | 80.3%-3.8pp |
| Annual return | 12.19% | 26.32%-14.1pp | 25.84%-13.6pp | 372.94%-360.7pp |
| Employer contribution / active EE | $442 | $3,620-87.8% | $2,965-85.1% | $4,751-90.7% |
| Participant deferral / active EE | $2,402 | $5,548-56.7% | $4,851-50.5% | $6,710-64.2% |
| Admin fee / account holder | $23,358 | $11,591+101.5% | $8,252+183.0% | $11,403+104.8% |