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 | $45,865 | $86,286-46.8% | $111,297-58.8% | $85,850-46.6% |
| Participation rate | 78.0% | 73.3%+4.7pp | 77.3%+0.7pp | 69.3%+8.7pp |
| Annual return | 15.39% | 19.99%-4.6pp | 54.65%-39.3pp | 318.53%-303.1pp |
| Employer contribution / active EE | $366 | $2,043-82.1% | $2,731-86.6% | $2,565-85.7% |
| Participant deferral / active EE | $2,452 | $3,641-32.6% | $4,487-45.4% | $3,952-38.0% |
| Admin fee / account holder | $7,962 | $8,188-2.8% | $7,9640% | $6,260+27.2% |