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 | $112,716 | $176,812-36.3% | $146,665-23.1% | $167,490-32.7% |
| Participation rate | 76.5% | 83.6%-7.1pp | 80.1%-3.6pp | 82.1%-5.6pp |
| Annual return | 12.19% | 24.03%-11.8pp | 22.74%-10.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $996 | $5,160-80.7% | $4,136-75.9% | $4,837-79.4% |
| Participant deferral / active EE | $3,505 | $6,440-45.6% | $5,506-36.3% | $6,341-44.7% |
| Admin fee / account holder | $3,136 | $13,259-76.3% | $10,280-69.5% | $12,309-74.5% |