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 | $61,490 | $111,814-45.0% | $103,374-40.5% | $145,959-57.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 14.01% | 24.77%-10.8pp | 24.89%-10.9pp | 561.95%-547.9pp |
| Employer contribution / active EE | $473 | $4,214-88.8% | $3,869-87.8% | $4,661-89.9% |
| Participant deferral / active EE | $2,348 | $5,618-58.2% | $5,058-53.6% | $6,689-64.9% |
| Admin fee / account holder | $22,542 | $9,754+131.1% | $8,394+168.5% | $13,398+68.2% |