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 | $49,322 | $124,281-60.3% | $109,143-54.8% | $167,490-70.6% |
| Participation rate | 78.6% | 79.4%-0.9pp | 75.9%+2.7pp | 82.1%-3.5pp |
| Annual return | 9.67% | 26.04%-16.4pp | 25.75%-16.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $737 | $4,207-82.5% | $3,722-80.2% | $4,837-84.8% |
| Participant deferral / active EE | $1,790 | $5,255-65.9% | $4,653-61.5% | $6,341-71.8% |
| Admin fee / account holder | $31,740 | $7,970+298.3% | $6,752+370.1% | $12,309+157.9% |