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 | $65,713 | $103,376-36.4% | $87,100-24.6% | $152,861-57.0% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 20.62% | 28.10%-7.5pp | 28.19%-7.6pp | 345.32%-324.7pp |
| Employer contribution / active EE | $434 | $3,220-86.5% | $2,521-82.8% | $4,762-90.9% |
| Participant deferral / active EE | $4,341 | $4,778-9.1% | $4,049+7.2% | $5,850-25.8% |
| Admin fee / account holder | $12,246 | $12,205+0.3% | $7,497+63.4% | $11,596+5.6% |