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 | $76,934 | $112,096-31.4% | $95,952-19.8% | $158,922-51.6% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 12.07% | 171.09%-159.0pp | 91.61%-79.5pp | 302.83%-290.8pp |
| Employer contribution / active EE | $421 | $3,198-86.8% | $2,541-83.4% | $4,761-91.2% |
| Participant deferral / active EE | $4,209 | $4,784-12.0% | $4,167+1.0% | $5,982-29.6% |
| Admin fee / account holder | $1,210 | $10,130-88.1% | $6,795-82.2% | $11,246-89.2% |