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 | $80,057 | $124,319-35.6% | $111,297-28.1% | $167,490-52.2% |
| Participation rate | 70.8% | 79.6%-8.8pp | 77.3%-6.5pp | 82.1%-11.3pp |
| Annual return | 11.28% | 37.44%-26.2pp | 54.65%-43.4pp | 478.56%-467.3pp |
| Employer contribution / active EE | $440 | $3,435-87.2% | $2,731-83.9% | $4,837-90.9% |
| Participant deferral / active EE | $1,764 | $5,180-65.9% | $4,487-60.7% | $6,341-72.2% |
| Admin fee / account holder | $1,316 | $10,618-87.6% | $7,964-83.5% | $12,309-89.3% |