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 | $59,684 | $99,079-39.8% | $77,999-23.5% | $273,961-78.2% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 8.49% | 217.93%-209.4pp | 425.96%-417.5pp | 41.45%-33.0pp |
| Employer contribution / active EE | $403 | $3,308-87.8% | $2,470-83.7% | $4,869-91.7% |
| Participant deferral / active EE | $2,782 | $4,306-35.4% | $3,497-20.4% | $5,287-47.4% |
| Admin fee / account holder | $3,903 | $8,954-56.4% | $5,480-28.8% | $10,132-61.5% |