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 | $80,077 | $94,031-14.8% | $115,768-30.8% | $82,448-2.9% |
| Participation rate | 82.5% | 70.4%+12.1pp | 74.4%+8.1pp | 68.1%+14.4pp |
| Annual return | 12.37% | 20.61%-8.2pp | 100.46%-88.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $143 | $2,323-93.8% | $2,940-95.1% | $2,551-94.4% |
| Participant deferral / active EE | $3,270 | $3,972-17.7% | $4,917-33.5% | $4,139-21.0% |
| Admin fee / account holder | $10,262 | $10,249+0.1% | $12,439-17.5% | $7,234+41.8% |