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 | $47,145 | $209,411-77.5% | $178,490-73.6% | $158,922-70.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 16.42% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $832 | $5,706-85.4% | $5,011-83.4% | $4,761-82.5% |
| Participant deferral / active EE | $3,131 | $5,954-47.4% | $5,202-39.8% | $5,982-47.7% |
| Admin fee / account holder | $804 | $17,074-95.3% | $13,984-94.3% | $11,246-92.9% |