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 | $79,329 | $91,538-13.3% | $129,995-39.0% | $75,163+5.5% |
| Participation rate | 91.4% | 71.4%+20.0pp | 78.5%+12.9pp | 67.2%+24.2pp |
| Annual return | 15.98% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $470 | $2,845-83.5% | $4,320-89.1% | $2,670-82.4% |
| Participant deferral / active EE | $3,834 | $4,341-11.7% | $5,820-34.1% | $4,125-7.0% |
| Admin fee / account holder | $1,399 | $6,790-79.4% | $10,614-86.8% | $5,651-75.2% |