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 | $82,226 | $185,822-55.8% | $169,993-51.6% | $139,434-41.0% |
| Participation rate | 78.3% | 87.8%-9.5pp | 87.0%-8.7pp | 80.3%-2.1pp |
| Annual return | 33.06% | 60.50%-27.4pp | 53.37%-20.3pp | 372.94%-339.9pp |
| Employer contribution / active EE | $316 | $7,590-95.8% | $6,785-95.3% | $4,751-93.3% |
| Participant deferral / active EE | $8,406 | $11,622-27.7% | $10,408-19.2% | $6,710+25.3% |
| Admin fee / account holder | $5,955 | $15,381-61.3% | $12,815-53.5% | $11,403-47.8% |