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 | $64,891 | $125,758-48.4% | $169,993-61.8% | $75,163-13.7% |
| Participation rate | 91.4% | 83.6%+7.8pp | 87.0%+4.4pp | 67.2%+24.2pp |
| Annual return | 18.77% | 27.20%-8.4pp | 53.37%-34.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $670 | $4,615-85.5% | $6,785-90.1% | $2,670-74.9% |
| Participant deferral / active EE | $3,740 | $6,837-45.3% | $10,408-64.1% | $4,125-9.3% |
| Admin fee / account holder | $970 | $8,173-88.1% | $12,815-92.4% | $5,651-82.8% |