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 | $71,637 | $198,466-63.9% | $170,442-58.0% | $147,584-51.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.32% | 257.29%-237.0pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $334 | $6,184-94.6% | $5,433-93.8% | $4,876-93.1% |
| Participant deferral / active EE | $2,056 | $5,629-63.5% | $4,939-58.4% | $5,439-62.2% |
| Admin fee / account holder | $3,628 | $16,852-78.5% | $13,880-73.9% | $10,885-66.7% |